IXC vs SCHD

AIXC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$24,504IXC · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common15.1%IXC and SCHD

IXC

SCHD

iShares Global Energy ETF · $3.3BSchwab U.S. Dividend Equity ETF · $121B

+18.3%3 years · per year$16,552 · $17,908+21.4%

+19.6%5 years · per year$24,504 · $16,881+11.0%

0.37%Expense ratio$37 · $6 on $10k · lower wins0.06%

2.68%12-mo yield$268 · $291 on $10k2.91%

−15.4%Worst dropSmaller wins−6.9%

21.7%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXC · SCHD

11.2%CVX4.2%

4.4%COP4.1%

2.0%EOG1.9%

1.9%SLB1.8%

Held in common15.1%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

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 SCHD

IXC

iShares Global Energy

$24,504

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIXCSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield2.68%2.91%

5 years, per year+19.6%+11.0%

3 years, per year+18.3%+21.4%

Worst drop · 1Y−15.4%−6.9%

Volatility · 1Y21.7%11.5%

5–1measures won
SCHD first

15.1%

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, SCHD

Today

15.1%most shared, IXC and SCHD

IXCSCHD

IXC—15.1%

SCHD15.1%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IXC$268 − $37 = $231

KeptFee

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