HFXI vs SCHF

AHFXI

BSCHF

Measures won4–2HFXI wins · of 6 · 5Y

$10,000 · 5Y$17,458HFXI · SCHF $16,097

Lowest cost0.03%SCHF · $3 on $10k

Most income3.15%HFXI · $315 on $10k

Smallest drop−10.8%HFXI · worst fall in 1Y

Held in common80.4%HFXI and SCHF

HFXI

SCHF

NYLI FTSE International Equity Currency Neutral ETF · $2.4BSchwab International Equity ETF · $68.2B

+21.9%3 years · per year$18,116 · $18,389+22.5%

+11.8%5 years · per year$17,458 · $16,097+10.0%

0.19%Expense ratio$19 · $3 on $10k · lower wins0.03%

3.15%12-mo yield$315 · $306 on $10k3.06%

−10.8%Worst dropSmaller wins−11.5%

17.1%VolatilityLower wins17.8%

4–2HFXI wins

$10,000 · 5 yearsOne scale

Shared top holdingsHFXI · SCHF

3.0%005930.KS2.6%

2.3%000660.KS2.1%

2.3%ASML.AS2.1%

1.4%ROP.SW1.2%

Held in common80.4%

End-of-day Nov 4, 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	AHFXI	NYLI FTSE International Equity Currency Neutral ETFRead Desk		0.19%	3.15%	+1.8%	+15.4%	+19.3%	+21.9%	+11.8%	−10.8%	$2.4B
2	BSCHF	Schwab International Equity ETFRead Desk		0.03%	3.06%	+2.1%	+15.1%	+19.5%	+22.5%	+10.0%	−11.5%	$68.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AHFXI	NYLI FTSE International Equity Currency Neutral ETFRead Desk		0.19%	3.15%	+1.8%	+15.4%	+19.3%	+21.9%	+11.8%	−10.8%	$2.4B
2	BSCHF	Schwab International Equity ETFRead Desk		0.03%	3.06%	+2.1%	+15.1%	+19.5%	+22.5%	+10.0%	−11.5%	$68.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HFXI vs SCHF

HFXI

NYLI FTSE International Equity Currency Neutral

$17,458

SCHF

Schwab International Equity

$16,097

MeasureHFXISCHF

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield3.15%3.06%

5 years, per year+11.8%+10.0%

3 years, per year+21.9%+22.5%

Worst drop · 1Y−10.8%−11.5%

Volatility · 1Y17.1%17.8%

4–2measures won
HFXI first

80.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HFXI, SCHF

Today

80.4%most shared, HFXI and SCHF

HFXISCHF

HFXI—80.4%

SCHF80.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$303most kept, SCHF

SCHF$306 − $3 = $303

HFXI$315 − $19 = $296

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee