PXI vs SCHD

APXI

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,393PXI · 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 common7.5%PXI and SCHD

PXI

SCHD

Invesco Dorsey Wright Energy Momentum ETF · $77MSchwab U.S. Dividend Equity ETF · $123B

+10.9%3 years · per year$13,630 · $17,414+20.3%

+13.0%5 years · per year$18,393 · $16,375+10.4%

0.85%Expense ratio$85 · $6 on $10k · lower wins0.06%

1.28%12-mo yield$128 · $298 on $10k2.98%

−16.7%Worst dropSmaller wins−6.9%

25.9%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsPXI · SCHD

2.9%COP3.8%

2.7%CVX3.9%

2.3%DVN1.1%

3.7%DINO0.4%

Held in common7.5%

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	APXI	Invesco Dorsey Wright Energy Momentum ETFRead Desk		0.85%	1.28%	−4.5%	+25.5%	+24.1%	+10.9%	+13.0%	−16.7%	$77M
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	APXI	Invesco Dorsey Wright Energy Momentum ETFRead Desk		0.85%	1.28%	−4.5%	+25.5%	+24.1%	+10.9%	+13.0%	−16.7%	$77M
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

PXI vs SCHD

PXI

Invesco Dorsey Wright Energy Momentum

$18,393

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasurePXISCHD

Fee0.85%0.06%

Cost on $10k a year$85$6

Yield1.28%2.98%

5 years, per year+13.0%+10.4%

3 years, per year+10.9%+20.3%

Worst drop · 1Y−16.7%−6.9%

Volatility · 1Y25.9%11.7%

5–1measures won
SCHD first

7.5%

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: PXI, SCHD

Today

7.5%most shared, PXI and SCHD

PXISCHD

PXI—7.5%

SCHD7.5%—

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

PXI$128 − $85 = $43

KeptFee

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