SOXX vs SCHD

ASOXX

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$28,442SOXX · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common8.2%SOXX and SCHD

SOXX

SCHD

iShares Semiconductor ETF · $37.5BSchwab U.S. Dividend Equity ETF · $122B

+42.6%3 years · per year$29,015 · $17,123+19.6%

+23.3%5 years · per year$28,442 · $16,459+10.5%

0.33%Expense ratio$33 · $6 on $10k · lower wins0.06%

0.28%12-mo yield$28 · $296 on $10k2.96%

−39.5%Worst dropSmaller wins−6.9%

49.8%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXX · SCHD

5.3%TXN4.3%

4.8%QCOM3.9%

Held in common8.2%

End-of-day Nov 9, 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	ASOXX	iShares Semiconductor ETFRead Desk		0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASOXX	iShares Semiconductor ETFRead Desk		0.33%	0.28%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SOXX vs SCHD

SOXX

iShares Semiconductor

$28,442

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureSOXXSCHD

Fee0.33%0.06%

Cost on $10k a year$33$6

Yield0.28%2.96%

5 years, per year+23.3%+10.5%

3 years, per year+42.6%+19.6%

Worst drop · 1Y−39.5%−6.9%

Volatility · 1Y49.8%11.8%

4–2measures won
SCHD first

8.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: SOXX, SCHD

Today

8.2%most shared, SOXX and SCHD

SOXXSCHD

SOXX—8.2%

SCHD8.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SOXX$28 − $33 = −$5

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee