PEXL vs SCHD

APEXL

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · PEXL $15,447

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common16.1%PEXL and SCHD

PEXL

SCHD

Pacer US Export Leaders ETF · $49MSchwab U.S. Dividend Equity ETF · $120B

+20.2%3 years · per year$17,378 · $17,266+20.0%

+9.1%5 years · per year$15,447 · $16,267+10.2%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

0.39%12-mo yield$39 · $300 on $10k3.00%

−12.2%Worst dropSmaller wins−6.9%

21.1%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPEXL · SCHD

4.2%KO4.3%

4.0%PG4.5%

2.6%TXN4.3%

2.0%ABT4.0%

Held in common16.1%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	APEXL	Pacer US Export Leaders ETFRead Desk	0.60%	0.39%	−5.9%	+9.2%	+15.0%	+20.2%	+9.1%	−12.2%	$49M
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	APEXL	Pacer US Export Leaders ETFRead Desk	0.60%	0.39%	−5.9%	+9.2%	+15.0%	+20.2%	+9.1%	−12.2%	$49M
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PEXL vs SCHD

PEXL

Pacer US Export Leaders

$15,447

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasurePEXLSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield0.39%3.00%

5 years, per year+9.1%+10.2%

3 years, per year+20.2%+20.0%

Worst drop · 1Y−12.2%−6.9%

Volatility · 1Y21.1%11.7%

5–1measures won
SCHD first

16.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: PEXL, SCHD, IWF

Today

29.0%most shared, PEXL and IWF

PEXLSCHDIWF

PEXL—16.1%29.0%

SCHD16.1%—3.7%

IWF29.0%3.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IWF$39 − $18 = $21

PEXL$39 − $60 = −$21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee