IXG vs SCHD

AIXG

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT · IXG $18,027

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 common1.7%IXG and SCHD

IXG

SCHD

iShares Global Financials ETF · $703MSchwab U.S. Dividend Equity ETF · $120B

+26.7%3 years · per year$20,358 · $17,266+20.0%

+12.5%5 years · per year$18,027 · $16,267+10.2%

0.38%Expense ratio$38 · $6 on $10k · lower wins0.06%

2.18%12-mo yield$218 · $300 on $10k3.00%

−11.3%Worst dropSmaller wins−6.9%

15.1%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXG · SCHD

0.6%BX2.1%

0.3%FITB1.2%

0.2%ARES0.7%

0.2%CINF0.7%

Held in common1.7%

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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	AIXG	iShares Global Financials ETFRead Desk	0.38%	2.18%	−1.0%	+9.2%	+15.9%	+26.7%	+12.5%	−11.3%	$703M
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%	$119.9B

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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	AIXG	iShares Global Financials ETFRead Desk	0.38%	2.18%	−1.0%	+9.2%	+15.9%	+26.7%	+12.5%	−11.3%	$703M
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%	$119.9B

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

IXG vs SCHD

IXG

iShares Global Financials

$18,027

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIXGSCHD

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield2.18%3.00%

5 years, per year+12.5%+10.2%

3 years, per year+26.7%+20.0%

Worst drop · 1Y−11.3%−6.9%

Volatility · 1Y15.1%11.7%

4–2measures won
SCHD first

1.7%

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

$108BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IXG, SCHD, VGT

Today

2.2%most shared, SCHD and VGT

IXGSCHDVGT

IXG—1.7%0.0%

SCHD1.7%—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

IXG$218 − $38 = $180

VGT$44 − $9 = $35

KeptFee

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