SOXQ vs SCHD

ASOXQ

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$27,386SOXQ · 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 common8.6%SOXQ and SCHD

SOXQ

SCHD

Invesco PHLX Semiconductor ETF · $2.8BSchwab U.S. Dividend Equity ETF · $123B

+41.8%3 years · per year$28,519 · $17,414+20.3%

+22.3%5 years · per year$27,386 · $16,375+10.4%

0.19%Expense ratio$19 · $6 on $10k · lower wins0.06%

0.41%12-mo yield$41 · $298 on $10k2.98%

−38.2%Worst dropSmaller wins−6.9%

48.1%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXQ · SCHD

5.4%TXN4.7%

4.6%QCOM3.9%

Held in common8.6%

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	ASOXQ	Invesco PHLX Semiconductor ETFRead Desk		0.19%	0.41%	−12.1%	+27.7%	+29.8%	+41.8%	+22.3%	−38.2%	$2.8B
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	ASOXQ	Invesco PHLX Semiconductor ETFRead Desk		0.19%	0.41%	−12.1%	+27.7%	+29.8%	+41.8%	+22.3%	−38.2%	$2.8B
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

SOXQ vs SCHD

SOXQ

Invesco PHLX Semiconductor

$27,386

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSOXQSCHD

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield0.41%2.98%

5 years, per year+22.3%+10.4%

3 years, per year+41.8%+20.3%

Worst drop · 1Y−38.2%−6.9%

Volatility · 1Y48.1%11.7%

4–2measures won
SCHD first

8.6%

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX 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

Overlap: SOXQ, SCHD

Today

8.6%most shared, SOXQ and SCHD

SOXQSCHD

SOXQ—8.6%

SCHD8.6%—

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

SOXQ$41 − $19 = $22

KeptFee

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