XES vs SCHD

AXES

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,030XES · 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 common1.8%XES and SCHD

XES

SCHD

State Street SPDR S&P Oil & Gas Equipment & Services ETF · $335MSchwab U.S. Dividend Equity ETF · $123B

+5.8%3 years · per year$11,851 · $17,908+21.4%

+12.5%5 years · per year$18,030 · $16,881+11.0%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

1.20%12-mo yield$120 · $291 on $10k2.91%

−25.0%Worst dropSmaller wins−6.9%

32.0%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXES · SCHD

3.8%SLB1.8%

Held in common1.8%

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	AXES	State Street SPDR S&P Oil & Gas Equipment & Services ETFRead Desk		0.35%	1.20%	−5.8%	+22.7%	+22.2%	+5.8%	+12.5%	−25.0%	$335M
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	AXES	State Street SPDR S&P Oil & Gas Equipment & Services ETFRead Desk		0.35%	1.20%	−5.8%	+22.7%	+22.2%	+5.8%	+12.5%	−25.0%	$335M
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

XES vs SCHD

XES

SPDR S&P Oil & Gas Equipment & Services

$18,030

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureXESSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield1.20%2.91%

5 years, per year+12.5%+11.0%

3 years, per year+5.8%+21.4%

Worst drop · 1Y−25.0%−6.9%

Volatility · 1Y32.0%11.5%

5–1measures won
SCHD first

1.8%

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: XES, SCHD

Today

1.8%most shared, XES and SCHD

XESSCHD

XES—1.8%

SCHD1.8%—

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

XES$120 − $35 = $85

KeptFee

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