PXE vs SCHD

APXE

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$20,965PXE · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common6.5%PXE and SCHD

PXE

SCHD

Invesco Energy Exploration & Production ETF · $163MSchwab U.S. Dividend Equity ETF · $123B

+8.7%3 years · per year$12,840 · $17,414+20.3%

+16.0%5 years · per year$20,965 · $16,375+10.4%

0.67%Expense ratio$67 · $6 on $10k · lower wins0.06%

1.63%12-mo yield$163 · $298 on $10k2.98%

−16.7%Worst dropSmaller wins−6.9%

29.4%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPXE · SCHD

5.2%COP3.8%

5.0%EOG1.8%

3.0%DINO0.4%

2.9%APA0.4%

Held in common6.5%

End-of-day Nov 5, 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	APXE	Invesco Energy Exploration & Production ETFRead Desk		0.67%	1.63%	−3.3%	+39.3%	+40.2%	+8.7%	+16.0%	−16.7%	$163M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Both

5Y2 funds

#			Trend
1	APXE	Invesco Energy Exploration & Production ETFRead Desk		0.67%	1.63%	−3.3%	+39.3%	+40.2%	+8.7%	+16.0%	−16.7%	$163M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Cards for this view

PXE vs SCHD

PXE

Invesco Energy Exploration & Production

$20,965

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasurePXESCHD

Fee0.67%0.06%

Cost on $10k a year$67$6

Yield1.63%2.98%

5 years, per year+16.0%+10.4%

3 years, per year+8.7%+20.3%

Worst drop · 1Y−16.7%−6.9%

Volatility · 1Y29.4%11.7%

5–1measures won
SCHD first

6.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PXE, SCHD

Today

6.5%most shared, PXE and SCHD

PXESCHD

PXE—6.5%

SCHD6.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

PXE$163 − $67 = $96

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee