XJR vs SCHD

AXJR

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · XJR $13,086

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 common1.2%XJR and SCHD

XJR

SCHD

iShares ESG Select Screened S&P Small-Cap ETF · $218MSchwab U.S. Dividend Equity ETF · $123B

+17.6%3 years · per year$16,248 · $17,414+20.3%

+5.5%5 years · per year$13,086 · $16,375+10.4%

0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%

0.95%12-mo yield$95 · $298 on $10k2.98%

−10.2%Worst dropSmaller wins−6.9%

16.9%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXJR · SCHD

0.3%MC0.1%

0.3%RHI0.1%

0.3%CWEN0.1%

0.3%KFY0.1%

Held in common1.2%

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	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk		0.12%	0.95%	−3.6%	+15.5%	+19.1%	+17.6%	+5.5%	−10.2%	$218M

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	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk		0.12%	0.95%	−3.6%	+15.5%	+19.1%	+17.6%	+5.5%	−10.2%	$218M

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

XJR vs SCHD

XJR

iShares ESG Select Screened S&P Small-Cap

$13,086

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureXJRSCHD

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield0.95%2.98%

5 years, per year+5.5%+10.4%

3 years, per year+17.6%+20.3%

Worst drop · 1Y−10.2%−6.9%

Volatility · 1Y16.9%11.7%

6–0measures won
SCHD first

1.2%

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: XJR, SCHD

Today

1.2%most shared, XJR and SCHD

XJRSCHD

XJR—1.2%

SCHD1.2%—

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

XJR$95 − $12 = $83

KeptFee

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