RXI vs SCHD

ARXI

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · RXI $11,720

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 common5.8%RXI and SCHD

RXI

SCHD

iShares Global Consumer Discretionary ETF · $249MSchwab U.S. Dividend Equity ETF · $120B

+14.2%3 years · per year$14,910 · $17,414+20.3%

+3.2%5 years · per year$11,720 · $16,375+10.4%

0.37%Expense ratio$37 · $6 on $10k · lower wins0.06%

1.43%12-mo yield$143 · $298 on $10k2.98%

−15.2%Worst dropSmaller wins−6.9%

17.5%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsRXI · SCHD

4.9%HD4.3%

0.8%F1.2%

0.4%DRI0.6%

0.3%BBY0.5%

Held in common5.8%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ARXI	iShares Global Consumer Discretionary ETFRead Desk		0.37%	1.43%	−1.8%	−2.4%	−1.1%	+14.2%	+3.2%	−15.2%	$249M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ARXI	iShares Global Consumer Discretionary ETFRead Desk		0.37%	1.43%	−1.8%	−2.4%	−1.1%	+14.2%	+3.2%	−15.2%	$249M

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

RXI vs SCHD

RXI

iShares Global Consumer Discretionary

$11,720

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureRXISCHD

Fee0.37%0.06%

Cost on $10k a year$37$6

Yield1.43%2.98%

5 years, per year+3.2%+10.4%

3 years, per year+14.2%+20.3%

Worst drop · 1Y−15.2%−6.9%

Volatility · 1Y17.5%11.7%

6–0measures won
SCHD first

5.8%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: RXI, SCHD

Today

5.8%most shared, RXI and SCHD

RXISCHD

RXI—5.8%

SCHD5.8%—

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

RXI$143 − $37 = $106

KeptFee

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