IXC vs SCHD

AIXC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$23,972IXC · VGT $20,649

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common14.2%IXC and SCHD

IXC

SCHD

iShares Global Energy ETF · $3.0BSchwab U.S. Dividend Equity ETF · $120B

+17.2%3 years · per year$16,078 · $17,266+20.0%

+19.1%5 years · per year$23,972 · $16,267+10.2%

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

2.76%12-mo yield$276 · $300 on $10k3.00%

−15.4%Worst dropSmaller wins−6.9%

21.8%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXC · SCHD

11.3%CVX4.0%

4.4%COP3.9%

2.0%EOG1.8%

2.0%SLB1.8%

Held in common14.2%

End-of-day Nov 6, 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%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$3.0B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

End-of-day Nov 6, 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%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$3.0B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

End-of-day Nov 6, 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

$23,972

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIXCSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield2.76%3.00%

5 years, per year+19.1%+10.2%

3 years, per year+17.2%+20.0%

Worst drop · 1Y−15.4%−6.9%

Volatility · 1Y21.8%11.7%

5–1measures won
SCHD first

14.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IXC, SCHD, VGT

Today

14.2%most shared, IXC and SCHD

IXCSCHDVGT

IXC—14.2%0.0%

SCHD14.2%—2.2%

VGT0.0%2.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IXC$276 − $37 = $239

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee