HYXF vs SCHD

AHYXF

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · HYXF $11,817

Lowest cost0.06%SCHD · $6 on $10k

Most income6.24%HYXF · $624 on $10k

Smallest drop−3.1%HYXF · worst fall in 1Y

Held in common[…]HYXF and SCHD

HYXF

SCHD

iShares ESG Advanced High Yield Corporate Bond ETF · $187MSchwab U.S. Dividend Equity ETF · $120B

+8.3%3 years · per year$12,701 · $17,123+19.6%

+3.4%5 years · per year$11,817 · $16,459+10.5%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

6.24%12-mo yield$624 · $296 on $10k2.96%

−3.1%Worst dropSmaller wins−6.9%

3.8%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsHYXF · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AHYXF	iShares ESG Advanced High Yield Corporate Bond ETFRead Desk		0.35%	6.24%	+0.1%	+0.5%	+2.1%	+8.3%	+3.4%	−3.1%	$187M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AHYXF	iShares ESG Advanced High Yield Corporate Bond ETFRead Desk		0.35%	6.24%	+0.1%	+0.5%	+2.1%	+8.3%	+3.4%	−3.1%	$187M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HYXF vs SCHD

HYXF

iShares ESG Advanced High Yield Corporate Bond

$11,817

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureHYXFSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield6.24%2.96%

5 years, per year+3.4%+10.5%

3 years, per year+8.3%+19.6%

Worst drop · 1Y−3.1%−6.9%

Volatility · 1Y3.8%11.8%

3–3measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: HYXF, SCHD

Today

[…]holdings […]

HYXFSCHD

HYXF—[…]

SCHD[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$589most kept, HYXF

HYXF$624 − $35 = $589

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee