XHE vs SCHD

AXHE

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · XHE $7,659

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common1.6%XHE and SCHD

XHE

SCHD

State Street SPDR S&P Health Care Equipment ETF · $164MSchwab U.S. Dividend Equity ETF · $120B

+12.2%3 years · per year$14,111 · $17,414+20.3%

−5.2%5 years · per year$7,659 · $16,375+10.4%

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

0.02%12-mo yield$2 · $298 on $10k2.98%

−18.3%Worst dropSmaller wins−6.9%

24.5%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXHE · SCHD

1.6%ABT4.0%

Held in common1.6%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AXHE	State Street SPDR S&P Health Care Equipment ETFRead Desk		0.35%	0.02%	−3.6%	+8.7%	+18.3%	+12.2%	−5.2%	−18.3%	$164M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AXHE	State Street SPDR S&P Health Care Equipment ETFRead Desk		0.35%	0.02%	−3.6%	+8.7%	+18.3%	+12.2%	−5.2%	−18.3%	$164M

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

Cards for this view

XHE vs SCHD

XHE

SPDR S&P Health Care Equipment

$7,659

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureXHESCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield0.02%2.98%

5 years, per year−5.2%+10.4%

3 years, per year+12.2%+20.3%

Worst drop · 1Y−18.3%−6.9%

Volatility · 1Y24.5%11.7%

6–0measures won
SCHD first

1.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XHE, SCHD

Today

1.6%most shared, XHE and SCHD

XHESCHD

XHE—1.6%

SCHD1.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

XHE$2 − $35 = −$33

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee