XCLR vs SCHB

AXCLR

BSCHB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,894SCHB · XCLR $14,709

Lowest cost0.03%SCHB · $3 on $10k

Most income12.48%XCLR · $1,248 on $10k

Smallest drop−8.3%XCLR · worst fall in 1Y

Held in common[…]XCLR and SCHB

XCLR

SCHB

Global X - S&P 500 Collar 95-110 ETF · $4MSchwab U.S. Broad Market ETF · $44.0B

+15.0%3 years · per year$15,215 · $18,993+23.8%

+8.0%5 years · per year$14,709 · $16,894+11.1%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

12.48%12-mo yield$1,248 · $106 on $10k1.06%

−8.3%Worst dropSmaller wins−8.9%

8.7%VolatilityLower wins13.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXCLR · SCHB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
2	AXCLR	Global X - S&P 500 Collar 95-110 ETFRead Desk	0.25%	12.48%	0.0%	+5.2%	+6.7%	+15.0%	+8.0%	−8.3%	$4M
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

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

All Three

5Y3 funds

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
2	AXCLR	Global X - S&P 500 Collar 95-110 ETFRead Desk	0.25%	12.48%	0.0%	+5.2%	+6.7%	+15.0%	+8.0%	−8.3%	$4M
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

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

XCLR vs SCHB

XCLR

Global X - S&P 500 Collar 95-110

$14,709

SCHB

Schwab U.S. Broad Market

$16,894

MeasureXCLRSCHB

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield12.48%1.06%

5 years, per year+8.0%+11.1%

3 years, per year+15.0%+23.8%

Worst drop · 1Y−8.3%−8.9%

Volatility · 1Y8.7%13.1%

3–3measures won
level

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

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

Overlap: XCLR, SCHB, IJH

Today

4.7%most shared, SCHB and IJH

XCLRSCHBIJH

XCLR—[…][…]

SCHB[…]—4.7%

IJH[…]4.7%—

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

Income After Fees on $10,000

$1,223most kept, XCLR

XCLR$1,248 − $25 = $1,223

IJH$122 − $5 = $117

SCHB$106 − $3 = $103

KeptFee

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