SPXT vs SCHD

ASPXT

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · SCHD $16,267

Lowest cost0.03%IVV · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common12.0%SPXT and SCHD

SPXT

SCHD

ProShares - S&P 500 Ex-Technology ETF · $329MSchwab U.S. Dividend Equity ETF · $120B

+18.5%3 years · per year$16,620 · $17,266+20.0%

+8.6%5 years · per year$15,107 · $16,267+10.2%

0.09%Expense ratio$9 · $6 on $10k · lower wins0.06%

1.30%12-mo yield$130 · $300 on $10k3.00%

−7.9%Worst dropSmaller wins−6.9%

11.2%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPXT · SCHD

1.0%CVX4.0%

1.0%PG4.5%

0.9%KO4.3%

0.9%MRK3.8%

Held in common12.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	ASPXT	ProShares - S&P 500 Ex-Technology ETFRead Desk	0.09%	1.30%	−0.2%	+7.3%	+10.5%	+18.5%	+8.6%	−7.9%	$329M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	ASPXT	ProShares - S&P 500 Ex-Technology ETFRead Desk	0.09%	1.30%	−0.2%	+7.3%	+10.5%	+18.5%	+8.6%	−7.9%	$329M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPXT vs SCHD

SPXT

ProShares - S&P 500 Ex-Technology

$15,107

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSPXTSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield1.30%3.00%

5 years, per year+8.6%+10.2%

3 years, per year+18.5%+20.0%

Worst drop · 1Y−7.9%−6.9%

Volatility · 1Y11.2%11.7%

5–1measures won
SCHD first

12.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: SPXT, SCHD, IVV

Today

64.4%most shared, SPXT and IVV

SPXTSCHDIVV

SPXT—12.0%64.4%

SCHD12.0%—8.7%

IVV64.4%8.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SPXT$130 − $9 = $121

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee