XITK vs SCHD

AXITK

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · XITK $7,680

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 common0.2%XITK and SCHD

XITK

SCHD

State Street SPDR FactSet Innovative Technology ETF · $64MSchwab U.S. Dividend Equity ETF · $123B

+15.9%3 years · per year$15,551 · $17,414+20.3%

−5.1%5 years · per year$7,680 · $16,375+10.4%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $298 on $10k2.98%

−23.7%Worst dropSmaller wins−6.9%

31.7%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXITK · SCHD

1.0%BAH0.2%

Held in common0.2%

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%	$122.9B
2	AXITK	State Street SPDR FactSet Innovative Technology ETFRead Desk		0.45%	0.00%	−6.8%	−1.6%	−3.8%	+15.9%	−5.1%	−23.7%	$64M

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%	$122.9B
2	AXITK	State Street SPDR FactSet Innovative Technology ETFRead Desk		0.45%	0.00%	−6.8%	−1.6%	−3.8%	+15.9%	−5.1%	−23.7%	$64M

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

XITK vs SCHD

XITK

SPDR FactSet Innovative Technology

$7,680

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureXITKSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield0.00%2.98%

5 years, per year−5.1%+10.4%

3 years, per year+15.9%+20.3%

Worst drop · 1Y−23.7%−6.9%

Volatility · 1Y31.7%11.7%

6–0measures won
SCHD first

0.2%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XITK, SCHD

Today

0.2%most shared, XITK and SCHD

XITKSCHD

XITK—0.2%

SCHD0.2%—

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

XITK$0 − $45 = −$45

KeptFee

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