STOX vs XYLD

ASTOX

BXYLD

Measures won0–4XYLD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · XYLD $14,139

Lowest cost0.06%SCHD · $6 on $10k

Most income10.33%XYLD · $1,033 on $10k

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

Held in common52.8%STOX and XYLD

STOX

XYLD

Horizon Funds - Horizon Core Equity ETF · $234MGlobal X - S&P 500 Covered Call ETF · $3.3B

[…]3 years · per year[…] · $14,680+13.7%

[…]5 years · per year[…] · $14,139+7.2%

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

0.17%12-mo yield$17 · $1,033 on $10k10.33%

−9.3%Worst dropSmaller wins−5.3%

13.9%VolatilityLower wins8.3%

0–4XYLD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTOX · XYLD

5.8%NVDA7.1%

5.8%MSFT6.2%

4.6%GOOGL2.6%

2.3%AVGO2.2%

Held in common52.8%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BXYLD	Global X - S&P 500 Covered Call ETFRead Desk	0.60%	10.33%	+2.2%	+10.2%	+14.6%	+13.7%	+7.2%	−5.3%	$3.3B
3	ASTOX	Horizon Funds - Horizon Core Equity ETFRead Desk	0.70%	0.17%	+2.5%	+11.6%	+14.7%	new	new	−9.3%	$234M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BXYLD	Global X - S&P 500 Covered Call ETFRead Desk	0.60%	10.33%	+2.2%	+10.2%	+14.6%	+13.7%	+7.2%	−5.3%	$3.3B
3	ASTOX	Horizon Funds - Horizon Core Equity ETFRead Desk	0.70%	0.17%	+2.5%	+11.6%	+14.7%	new	new	−9.3%	$234M

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

STOX vs XYLD

STOX

Horizon Funds - Horizon Core Equity

[…]

XYLD

Global X - S&P 500 Covered Call

$14,139

MeasureSTOXXYLD

Fee0.70%0.60%

Cost on $10k a year$70$60

Yield0.17%10.33%

5 years, per year[…]+7.2%

3 years, per year[…]+13.7%

Worst drop · 1Y−9.3%−5.3%

Volatility · 1Y13.9%8.3%

4–0measures won
XYLD first

52.8%

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%

$120BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: STOX, XYLD, SCHD

Today

52.8%most shared, STOX and XYLD

STOXXYLDSCHD

STOX—52.8%8.1%

XYLD52.8%—8.6%

SCHD8.1%8.6%—

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

Income After Fees on $10,000

$973most kept, XYLD

XYLD$1,033 − $60 = $973

SCHD$296 − $6 = $290

STOX$17 − $70 = −$53

KeptFee

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