IGPT vs SCHD

AIGPT

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · 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 common2.6%IGPT and SCHD

IGPT

SCHD

Invesco AI and Next Gen Software ETF · $1.2BSchwab U.S. Dividend Equity ETF · $123B

+32.4%3 years · per year$23,220 · $17,414+20.3%

+9.2%5 years · per year$15,518 · $16,375+10.4%

0.57%Expense ratio$57 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $298 on $10k2.98%

−32.5%Worst dropSmaller wins−6.9%

41.4%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGPT · SCHD

2.6%QCOM3.9%

Held in common2.6%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AIGPT	Invesco AI and Next Gen Software ETFRead Desk	0.57%	0.00%	−10.7%	+22.7%	+23.3%	+32.4%	+9.2%	−32.5%	$1.2B

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AIGPT	Invesco AI and Next Gen Software ETFRead Desk	0.57%	0.00%	−10.7%	+22.7%	+23.3%	+32.4%	+9.2%	−32.5%	$1.2B

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

IGPT vs SCHD

IGPT

Invesco AI and Next Gen Software

$15,518

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureIGPTSCHD

Fee0.57%0.06%

Cost on $10k a year$57$6

Yield0.00%2.98%

5 years, per year+9.2%+10.4%

3 years, per year+32.4%+20.3%

Worst drop · 1Y−32.5%−6.9%

Volatility · 1Y41.4%11.7%

5–1measures won
SCHD first

2.6%

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IGPT, SCHD, SMH

Today

30.7%most shared, IGPT and SMH

IGPTSCHDSMH

IGPT—2.6%30.7%

SCHD2.6%—8.6%

SMH30.7%8.6%—

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

SMH$25 − $35 = −$10

IGPT$0 − $57 = −$57

KeptFee

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