XCLR vs SCHD

AXCLR

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · XCLR $14,709

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common[…]XCLR and SCHD

XCLR

SCHD

Global X - S&P 500 Collar 95-110 ETF · $4MSchwab U.S. Dividend Equity ETF · $123B

+15.0%3 years · per year$15,215 · $17,908+21.4%

+8.0%5 years · per year$14,709 · $16,881+11.0%

0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%

12.48%12-mo yield$1,248 · $291 on $10k2.91%

−8.3%Worst dropSmaller wins−6.9%

8.7%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXCLR · SCHD

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

Both

5Y2 funds

#			Trend
1	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
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

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	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
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

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 SCHD

XCLR

Global X - S&P 500 Collar 95-110

$14,709

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureXCLRSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield12.48%2.91%

5 years, per year+8.0%+11.0%

3 years, per year+15.0%+21.4%

Worst drop · 1Y−8.3%−6.9%

Volatility · 1Y8.7%11.5%

4–2measures won
SCHD first

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: XCLR, SCHD

Today

[…]holdings […]

XCLRSCHD

XCLR—[…]

SCHD[…]—

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

SCHD$291 − $6 = $285

KeptFee

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