LEXI vs SCHD

ALEXI

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · LEXI $16,281

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 common1.3%LEXI and SCHD

LEXI

SCHD

Alexis Practical Tactical ETF · $199MSchwab U.S. Dividend Equity ETF · $123B

+21.5%3 years · per year$17,940 · $17,908+21.4%

+10.2%5 years · per year$16,281 · $16,881+11.0%

1.02%Expense ratio$102 · $6 on $10k · lower wins0.06%

0.84%12-mo yield$84 · $291 on $10k2.91%

−8.1%Worst dropSmaller wins−6.9%

11.6%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsLEXI · SCHD

0.7%AMGN4.1%

0.5%CVX4.2%

Held in common1.3%

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%	$122.9B
2	ALEXI	Alexis Practical Tactical ETFRead Desk		1.02%	0.84%	+1.0%	+12.8%	+14.3%	+21.5%	+10.2%	−8.1%	$199M

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%	$122.9B
2	ALEXI	Alexis Practical Tactical ETFRead Desk		1.02%	0.84%	+1.0%	+12.8%	+14.3%	+21.5%	+10.2%	−8.1%	$199M

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

LEXI vs SCHD

LEXI

Alexis Practical Tactical

$16,281

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureLEXISCHD

Fee1.02%0.06%

Cost on $10k a year$102$6

Yield0.84%2.91%

5 years, per year+10.2%+11.0%

3 years, per year+21.5%+21.4%

Worst drop · 1Y−8.1%−6.9%

Volatility · 1Y11.6%11.5%

5–1measures won
SCHD first

1.3%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LEXI, SCHD

Today

1.3%most shared, LEXI and SCHD

LEXISCHD

LEXI—1.3%

SCHD1.3%—

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

LEXI$84 − $102 = −$18

KeptFee

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