IXN vs SCHD

AIXN

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$21,896IXN · VGT $21,281

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common2.6%IXN and SCHD

IXN

SCHD

iShares Global Tech ETF · $8.0BSchwab U.S. Dividend Equity ETF · $120B

+29.6%3 years · per year$21,770 · $17,123+19.6%

+17.0%5 years · per year$21,896 · $16,459+10.5%

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

0.85%12-mo yield$85 · $296 on $10k2.96%

−20.8%Worst dropSmaller wins−6.9%

30.6%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXN · SCHD

1.1%TXN4.3%

0.8%QCOM3.9%

0.7%ACN3.8%

Held in common2.6%

End-of-day Nov 9, 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	AIXN	iShares Global Tech ETFRead Desk	0.37%	0.85%	+3.8%	+22.4%	+22.5%	+29.6%	+17.0%	−20.8%	$8.0B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIXN	iShares Global Tech ETFRead Desk	0.37%	0.85%	+3.8%	+22.4%	+22.5%	+29.6%	+17.0%	−20.8%	$8.0B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 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

$21,896

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureIXNSCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield0.85%2.96%

5 years, per year+17.0%+10.5%

3 years, per year+29.6%+19.6%

Worst drop · 1Y−20.8%−6.9%

Volatility · 1Y30.6%11.8%

4–2measures won
SCHD first

2.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

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

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IXN, SCHD, VGT

Today

76.4%most shared, IXN and VGT

IXNSCHDVGT

IXN—2.6%76.4%

SCHD2.6%—2.2%

VGT76.4%2.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IXN$85 − $37 = $48

VGT$42 − $9 = $33

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee