FNCL vs SCHD · Compare Desk

ASCHD

BXLK

Measures won4–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$20,952XLK · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common3.9%SCHD and XLK

SCHD vs XLK

SCHD

XLK

Schwab U.S. Dividend Equity ETF · $120BState Street Technology Select Sector SPDR ETF · $117B

+20.3%3 years · per year$17,414 · $20,176+26.4%

+10.4%5 years · per year$16,375 · $20,952+15.9%

0.06%Expense ratio$6 · $8 on $10k · lower wins0.08%

2.98%12-mo yield$298 · $51 on $10k0.51%

−6.9%Worst dropSmaller wins−19.6%

11.7%VolatilityLower wins28.5%

4–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · XLK

4.7%TXN1.8%

3.9%QCOM1.2%

3.8%ACN1.0%

Held in common3.9%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BXLK	State Street Technology Select Sector SPDR ETFRead Desk		0.08%	0.51%	−8.0%	+13.2%	+11.1%	+26.4%	+15.9%	−19.6%	$116.9B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXLK	State Street Technology Select Sector SPDR ETFRead Desk		0.08%	0.51%	−8.0%	+13.2%	+11.1%	+26.4%	+15.9%	−19.6%	$116.9B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs XLK

SCHD

Schwab U.S. Dividend Equity

$16,375

XLK

Technology Select Sector SPDR

$20,952

MeasureSCHDXLK

Fee0.06%0.08%

Cost on $10k a year$6$8

Yield2.98%0.51%

5 years, per year+10.4%+15.9%

3 years, per year+20.3%+26.4%

Worst drop · 1Y−6.9%−19.6%

Volatility · 1Y11.7%28.5%

4–2measures won
SCHD first

3.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SCHD, XLK

Today

3.9%most shared, SCHD and XLK

SCHDXLK

SCHD—3.9%

XLK3.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

XLK$51 − $8 = $43

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee