IXJ vs SCHD

AIXJ

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · IXJ $14,393

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 common14.1%IXJ and SCHD

IXJ

SCHD

iShares Global Healthcare ETF · $4.6BSchwab U.S. Dividend Equity ETF · $121B

+15.2%3 years · per year$15,304 · $17,908+21.4%

+7.6%5 years · per year$14,393 · $16,881+11.0%

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

1.25%12-mo yield$125 · $291 on $10k2.91%

−10.8%Worst dropSmaller wins−6.9%

16.1%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXJ · SCHD

4.1%UNH4.0%

4.0%MRK3.7%

2.8%AMGN4.1%

2.1%ABT3.9%

Held in common14.1%

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	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
2	AIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.25%	+3.2%	+19.7%	+28.6%	+15.2%	+7.6%	−10.8%	$4.6B

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	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
2	AIXJ	iShares Global Healthcare ETFRead Desk		0.38%	1.25%	+3.2%	+19.7%	+28.6%	+15.2%	+7.6%	−10.8%	$4.6B

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

IXJ vs SCHD

IXJ

iShares Global Healthcare

$14,393

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIXJSCHD

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield1.25%2.91%

5 years, per year+7.6%+11.0%

3 years, per year+15.2%+21.4%

Worst drop · 1Y−10.8%−6.9%

Volatility · 1Y16.1%11.5%

6–0measures won
SCHD first

14.1%

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: IXJ, SCHD

Today

14.1%most shared, IXJ and SCHD

IXJSCHD

IXJ—14.1%

SCHD14.1%—

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

IXJ$125 − $38 = $87

KeptFee

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