XFIV vs SCHD

AXFIV

BSCHD

Measures won4–1XFIV wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.05%XFIV · $5 on $10k

Most income4.03%XFIV · $403 on $10k

Smallest drop−4.8%XFIV · worst fall in 1Y

Held in common0.0%XFIV and SCHD

XFIV

SCHD

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF · $351MSchwab U.S. Dividend Equity ETF · $123B

+4.6%3 years · per year$11,449 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.05%Expense ratio$5 · $6 on $10k · lower wins0.06%

4.03%12-mo yield$403 · $291 on $10k2.91%

−4.8%Worst dropSmaller wins−6.9%

3.7%VolatilityLower wins11.5%

4–1XFIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsXFIV · SCHD

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

Held in common0.0%

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	AXFIV	BondBloxx Bloomberg Five Year Target Duration US Treasury ETFRead Desk		0.05%	4.03%	+0.3%	−0.8%	−0.2%	+4.6%	new	−4.8%	$351M

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	AXFIV	BondBloxx Bloomberg Five Year Target Duration US Treasury ETFRead Desk		0.05%	4.03%	+0.3%	−0.8%	−0.2%	+4.6%	new	−4.8%	$351M

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

XFIV vs SCHD

XFIV

BondBloxx Bloomberg Five Year Target Duration US Treasury

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureXFIVSCHD

Fee0.05%0.06%

Cost on $10k a year$5$6

Yield4.03%2.91%

5 years, per year[…]+11.0%

3 years, per year+4.6%+21.4%

Worst drop · 1Y−4.8%−6.9%

Volatility · 1Y3.7%11.5%

4–1measures won
XFIV first

0.0%

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: XFIV, SCHD

Today

0.0%most shared, XFIV and SCHD

XFIVSCHD

XFIV—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$398most kept, XFIV

XFIV$403 − $5 = $398

SCHD$291 − $6 = $285

KeptFee

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