PEX vs SCHD

APEX

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · VXUS $15,003

Lowest cost0.05%VXUS · $5 on $10k

Most income5.36%PEX · $536 on $10k

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

Held in common0.6%PEX and SCHD

PEX

SCHD

ProShares Global Listed Private Equity ETF · $11MSchwab U.S. Dividend Equity ETF · $123B

+9.5%3 years · per year$13,134 · $17,908+21.4%

+0.1%5 years · per year$10,067 · $16,881+11.0%

2.75%Expense ratio$275 · $6 on $10k · lower wins0.06%

5.36%12-mo yield$536 · $291 on $10k2.91%

−18.7%Worst dropSmaller wins−6.9%

16.8%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPEX · SCHD

3.6%RF0.6%

Held in common0.6%

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 Three

5Y3 funds

#
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	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
3	APEX	ProShares Global Listed Private Equity ETFRead Desk	2.75%	5.36%	+2.7%	−2.0%	−2.8%	+9.5%	+0.1%	−18.7%	$11M

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

All Three

5Y3 funds

#
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	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
3	APEX	ProShares Global Listed Private Equity ETFRead Desk	2.75%	5.36%	+2.7%	−2.0%	−2.8%	+9.5%	+0.1%	−18.7%	$11M

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

PEX vs SCHD

PEX

ProShares Global Listed Private Equity

$10,067

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasurePEXSCHD

Fee2.75%0.06%

Cost on $10k a year$275$6

Yield5.36%2.91%

5 years, per year+0.1%+11.0%

3 years, per year+9.5%+21.4%

Worst drop · 1Y−18.7%−6.9%

Volatility · 1Y16.8%11.5%

5–1measures won
SCHD first

0.6%

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

VXUS vs IXUS

YTD

VanguardVXUS

+12.0%

IXUSiShares

+12.4%

+12.0%Year to date+12.4%

2.4%Yield3.0%

$163BAssets$58.4B

2–0IXUS 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: PEX, SCHD, VXUS

Today

0.6%most shared, PEX and SCHD

PEXSCHDVXUS

PEX—0.6%0.0%

SCHD0.6%—0.0%

VXUS0.0%0.0%—

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

PEX$536 − $275 = $261

VXUS$237 − $5 = $232

KeptFee

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