IXN vs SCHD

AIXN

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$23,021IXN · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common2.4%IXN and SCHD

IXN

SCHD

iShares Global Tech ETF · $8.8BSchwab U.S. Dividend Equity ETF · $121B

+33.7%3 years · per year$23,901 · $17,784+21.2%

+18.1%5 years · per year$23,021 · $16,352+10.3%

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

0.82%12-mo yield$82 · $297 on $10k2.97%

−16.1%Worst dropSmaller wins−6.9%

29.2%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXN · SCHD

1.1%TXN4.6%

0.7%QCOM3.7%

0.6%ACN3.8%

Held in common2.4%

End-of-day Nov 3, 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	AIXN	iShares Global Tech ETFRead Desk		0.37%	0.82%	+1.3%	+26.9%	+21.7%	+33.7%	+18.1%	−16.1%	$8.8B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Both

5Y2 funds

#			Trend
1	AIXN	iShares Global Tech ETFRead Desk		0.37%	0.82%	+1.3%	+26.9%	+21.7%	+33.7%	+18.1%	−16.1%	$8.8B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Cards for this view

IXN vs SCHD

IXN

iShares Global Tech

$23,021

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureIXNSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield0.82%2.97%

5 years, per year+18.1%+10.3%

3 years, per year+33.7%+21.2%

Worst drop · 1Y−16.1%−6.9%

Volatility · 1Y29.2%11.4%

4–2measures won
SCHD first

2.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IXN, SCHD

Today

2.4%most shared, IXN and SCHD

IXNSCHD

IXN—2.4%

SCHD2.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

IXN$82 − $37 = $45

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee