IXC vs SCHD

AIXC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$23,813IXC · SCHD $16,375

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common14.2%IXC and SCHD

IXC

SCHD

iShares Global Energy ETF · $3.2BSchwab U.S. Dividend Equity ETF · $123B

+17.4%3 years · per year$16,169 · $17,414+20.3%

+18.9%5 years · per year$23,813 · $16,375+10.4%

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

2.75%12-mo yield$275 · $298 on $10k2.98%

−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

11.2%CVX3.9%

4.3%COP3.8%

2.0%EOG1.8%

2.0%SLB1.8%

Held in common14.2%

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	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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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	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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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 SCHD

IXC

iShares Global Energy

$23,813

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureIXCSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield2.75%2.98%

5 years, per year+18.9%+10.4%

3 years, per year+17.4%+20.3%

Worst drop · 1Y−15.4%−6.9%

Volatility · 1Y21.8%11.7%

5–1measures won
SCHD first

14.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

IXCSCHDVIG

IXC—14.2%3.5%

SCHD14.2%—14.5%

VIG3.5%14.5%—

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

IXC$275 − $37 = $238

VIG$149 − $4 = $145

KeptFee

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