XLF vs SCHD

AXLF

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · XLF $16,157

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 common3.4%XLF and SCHD

XLF

SCHD

State Street Financial Select Sector SPDR ETF · $53.8BSchwab U.S. Dividend Equity ETF · $123B

+24.7%3 years · per year$19,384 · $17,908+21.4%

+10.1%5 years · per year$16,157 · $16,881+11.0%

0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%

1.40%12-mo yield$140 · $291 on $10k2.91%

−14.8%Worst dropSmaller wins−6.9%

15.0%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLF · SCHD

1.1%BX2.1%

0.6%FITB1.2%

0.4%ARES0.7%

0.4%CINF0.7%

Held in common3.4%

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	AXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B

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	AXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B

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

XLF vs SCHD

XLF

Financial Select Sector SPDR

$16,157

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureXLFSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield1.40%2.91%

5 years, per year+10.1%+11.0%

3 years, per year+24.7%+21.4%

Worst drop · 1Y−14.8%−6.9%

Volatility · 1Y15.0%11.5%

5–1measures won
SCHD first

3.4%

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: XLF, SCHD

Today

3.4%most shared, XLF and SCHD

XLFSCHD

XLF—3.4%

SCHD3.4%—

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

XLF$140 − $8 = $132

KeptFee

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