IXJ vs SCHD

AIXJ

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,311VGT · VIG $17,005

Lowest cost0.04%VIG · $4 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 · $4.7BSchwab U.S. Dividend Equity ETF · $123B

+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 yearsAll four, one 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

All Four

5Y4 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
4	AIXJ	iShares Global Healthcare ETFRead Desk	0.38%	1.25%	+3.2%	+19.7%	+28.6%	+15.2%	+7.6%	−10.8%	$4.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+0.2%	+23.1%	+16.7%	+32.4%	+17.4%	−15.8%	$154.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
4	AIXJ	iShares Global Healthcare ETFRead Desk	0.38%	1.25%	+3.2%	+19.7%	+28.6%	+15.2%	+7.6%	−10.8%	$4.7B

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

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

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

$117BAssets$155B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IXJ, SCHD, VIG, VGT

Today

24.9%most shared, VIG and VGT

IXJSCHDVIGVGT

IXJ—14.1%18.4%0.0%

SCHD14.1%—14.5%2.2%

VIG18.4%14.5%—24.9%

VGT0.0%2.2%24.9%—

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

VIG$144 − $4 = $140

IXJ$125 − $38 = $87

VGT$41 − $9 = $32

KeptFee

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