IXC vs HDEF

AIXC

BHDEF

Measures won1–5HDEF wins · of 6 · 5Y

$10,000 · 5Y$24,504IXC · HDEF $18,903

Lowest cost0.09%HDEF · $9 on $10k

Most income3.62%HDEF · $362 on $10k

Smallest drop−8.1%HDEF · worst fall in 1Y

Held in common12.5%IXC and HDEF

IXC

HDEF

iShares Global Energy ETF · $3.3BXtrackers MSCI EAFE High Dividend Yield Equity ETF · $2.3B

+18.3%3 years · per year$16,552 · $17,998+21.6%

+19.6%5 years · per year$24,504 · $18,903+13.6%

0.37%Expense ratio$37 · $9 on $10k · lower wins0.09%

2.68%12-mo yield$268 · $362 on $10k3.62%

−15.4%Worst dropSmaller wins−8.1%

21.7%VolatilityLower wins12.2%

1–5HDEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXC · HDEF

7.5%SHEL.L5.7%

4.7%TTE.PA4.2%

0.9%REP.MC0.9%

0.9%EQNR.OL0.7%

Held in common12.5%

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	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.3B
2	BHDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk		0.09%	3.62%	+2.4%	+16.7%	+23.8%	+21.6%	+13.6%	−8.1%	$2.3B

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	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.3B
2	BHDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk		0.09%	3.62%	+2.4%	+16.7%	+23.8%	+21.6%	+13.6%	−8.1%	$2.3B

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

IXC vs HDEF

IXC

iShares Global Energy

$24,504

HDEF

Xtrackers MSCI EAFE High Dividend Yield Equity

$18,903

MeasureIXCHDEF

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield2.68%3.62%

5 years, per year+19.6%+13.6%

3 years, per year+18.3%+21.6%

Worst drop · 1Y−15.4%−8.1%

Volatility · 1Y21.7%12.2%

5–1measures won
HDEF first

12.5%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IXC, HDEF

Today

12.5%most shared, IXC and HDEF

IXCHDEF

IXC—12.5%

HDEF12.5%—

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

Income After Fees on $10,000

$353most kept, HDEF

HDEF$362 − $9 = $353

IXC$268 − $37 = $231

KeptFee

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