IXC vs HDEF

AIXC

BHDEF

Measures won1–5HDEF wins · of 6 · 5Y

$10,000 · 5Y$23,813IXC · HDEF $18,576

Lowest cost0.06%SCHD · $6 on $10k

Most income3.65%HDEF · $365 on $10k

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

Held in common12.1%IXC and HDEF

IXC

HDEF

iShares Global Energy ETF · $3.2BXtrackers MSCI EAFE High Dividend Yield Equity ETF · $2.3B

+17.4%3 years · per year$16,169 · $17,859+21.3%

+18.9%5 years · per year$23,813 · $18,576+13.2%

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

2.75%12-mo yield$275 · $365 on $10k3.65%

−15.4%Worst dropSmaller wins−8.1%

21.8%VolatilityLower wins12.2%

1–5HDEF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXC · HDEF

7.7%SHEL.L5.6%

4.9%TTE.PA4.0%

1.0%REP.MC0.8%

0.9%EQNR.OL0.7%

Held in common12.1%

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	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.2B
2	BHDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk	0.09%	3.65%	−0.8%	+15.8%	+23.4%	+21.3%	+13.2%	−8.1%	$2.3B
3	SCHD	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

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	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.75%	−2.5%	+38.4%	+43.4%	+17.4%	+18.9%	−15.4%	$3.2B
2	BHDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk	0.09%	3.65%	−0.8%	+15.8%	+23.4%	+21.3%	+13.2%	−8.1%	$2.3B
3	SCHD	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

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

IXC vs HDEF

IXC

iShares Global Energy

$23,813

HDEF

Xtrackers MSCI EAFE High Dividend Yield Equity

$18,576

MeasureIXCHDEF

Fee0.37%0.09%

Cost on $10k a year$37$9

Yield2.75%3.65%

5 years, per year+18.9%+13.2%

3 years, per year+17.4%+21.3%

Worst drop · 1Y−15.4%−8.1%

Volatility · 1Y21.8%12.2%

5–1measures won
HDEF first

12.1%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IXC, HDEF, SCHD

Today

14.2%most shared, IXC and SCHD

IXCHDEFSCHD

IXC—12.1%14.2%

HDEF12.1%—0.0%

SCHD14.2%0.0%—

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

Income After Fees on $10,000

$356most kept, HDEF

HDEF$365 − $9 = $356

SCHD$298 − $6 = $292

IXC$275 − $37 = $238

KeptFee

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