IXC vs VYM

AIXC

BVYM

Measures won2–4VYM wins · of 6 · 5Y

$10,000 · 5Y$23,972IXC · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common9.3%IXC and VYM

IXC

VYM

iShares Global Energy ETF · $3.0BVanguard High Dividend Yield ETF · $78.9B

+17.2%3 years · per year$16,078 · $17,107+19.6%

+19.1%5 years · per year$23,972 · $16,941+11.1%

0.37%Expense ratio$37 · $4 on $10k · lower wins0.04%

2.76%12-mo yield$276 · $231 on $10k2.31%

−15.4%Worst dropSmaller wins−6.7%

21.8%VolatilityLower wins10.6%

2–4VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXC · VYM

18.2%XOM2.8%

11.3%CVX1.6%

4.4%COP0.6%

2.8%MPC0.5%

Held in common9.3%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	SCHD	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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
3	SCHD	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 VYM

IXC

iShares Global Energy

$23,972

VYM

Vanguard High Dividend Yield

$16,941

MeasureIXCVYM

Fee0.37%0.04%

Cost on $10k a year$37$4

Yield2.76%2.31%

5 years, per year+19.1%+11.1%

3 years, per year+17.2%+19.6%

Worst drop · 1Y−15.4%−6.7%

Volatility · 1Y21.8%10.6%

4–2measures won
VYM first

9.3%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IXC, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

IXCVYMSCHD

IXC—9.3%14.2%

VYM9.3%—21.9%

SCHD14.2%21.9%—

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

VYM$231 − $4 = $227

KeptFee

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