STOX vs XYLD

ASTOX

BXYLD

Measures won0–4XYLD wins · of 6 · 5Y

$10,000 · 5Y$13,806XYLD

Lowest cost0.60%XYLD · $60 on $10k

Most income10.59%XYLD · $1,059 on $10k

Smallest drop−5.3%XYLD · worst fall in 1Y

Held in common53.3%STOX and XYLD

STOX

XYLD

Horizon Funds - Horizon Core Equity ETF · $238MGlobal X - S&P 500 Covered Call ETF · $3.3B

[…]3 years · per year[…] · $14,532+13.3%

[…]5 years · per year[…] · $13,806+6.7%

0.70%Expense ratio$70 · $60 on $10k · lower wins0.60%

0.18%12-mo yield$18 · $1,059 on $10k10.59%

−9.3%Worst dropSmaller wins−5.3%

13.7%VolatilityLower wins8.0%

0–4XYLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSTOX · XYLD

6.0%NVDA7.4%

5.8%MSFT6.3%

4.4%GOOGL2.6%

2.4%AVGO2.4%

Held in common53.3%

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	BXYLD	Global X - S&P 500 Covered Call ETFRead Desk		0.60%	10.59%	−3.7%	+7.5%	+11.7%	+13.3%	+6.7%	−5.3%	$3.3B
2	ASTOX	Horizon Funds - Horizon Core Equity ETFRead Desk		0.70%	0.18%	−4.4%	+8.6%	+10.6%	new	new	−9.3%	$238M

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	BXYLD	Global X - S&P 500 Covered Call ETFRead Desk		0.60%	10.59%	−3.7%	+7.5%	+11.7%	+13.3%	+6.7%	−5.3%	$3.3B
2	ASTOX	Horizon Funds - Horizon Core Equity ETFRead Desk		0.70%	0.18%	−4.4%	+8.6%	+10.6%	new	new	−9.3%	$238M

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

STOX vs XYLD

STOX

Horizon Funds - Horizon Core Equity

[…]

XYLD

Global X - S&P 500 Covered Call

$13,806

MeasureSTOXXYLD

Fee0.70%0.60%

Cost on $10k a year$70$60

Yield0.18%10.59%

5 years, per year[…]+6.7%

3 years, per year[…]+13.3%

Worst drop · 1Y−9.3%−5.3%

Volatility · 1Y13.7%8.0%

4–0measures won
XYLD first

53.3%

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: STOX, XYLD

Today

53.3%most shared, STOX and XYLD

STOXXYLD

STOX—53.3%

XYLD53.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$999most kept, XYLD

XYLD$1,059 − $60 = $999

STOX$18 − $70 = −$52

KeptFee

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