USXF vs SCHD

AUSXF

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,166USXF · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common7.9%USXF and SCHD

USXF

SCHD

iShares ESG Advanced MSCI USA ETF · $1.4BSchwab U.S. Dividend Equity ETF · $123B

+26.1%3 years · per year$20,049 · $17,908+21.4%

+12.7%5 years · per year$18,166 · $16,881+11.0%

0.10%Expense ratio$10 · $6 on $10k · lower wins0.06%

0.88%12-mo yield$88 · $291 on $10k2.91%

−10.2%Worst dropSmaller wins−6.9%

19.6%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSXF · SCHD

1.4%HD4.1%

1.2%TXN4.8%

0.8%VZ3.5%

0.7%QCOM3.8%

Held in common7.9%

End-of-day Nov 4, 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	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.88%	+0.2%	+14.2%	+12.0%	+26.1%	+12.7%	−10.2%	$1.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.88%	+0.2%	+14.2%	+12.0%	+26.1%	+12.7%	−10.2%	$1.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

USXF vs SCHD

USXF

iShares ESG Advanced MSCI USA

$18,166

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureUSXFSCHD

Fee0.10%0.06%

Cost on $10k a year$10$6

Yield0.88%2.91%

5 years, per year+12.7%+11.0%

3 years, per year+26.1%+21.4%

Worst drop · 1Y−10.2%−6.9%

Volatility · 1Y19.6%11.5%

4–2measures won
SCHD first

7.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: USXF, SCHD

Today

7.9%most shared, USXF and SCHD

USXFSCHD

USXF—7.9%

SCHD7.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

USXF$88 − $10 = $78

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee