XLG vs SCHD

AXLG

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,462XLG · SCHD $16,375

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 common7.6%XLG and SCHD

XLG

SCHD

Invesco S&P 500 Top 50 ETF · $11.5BSchwab U.S. Dividend Equity ETF · $123B

+21.8%3 years · per year$18,085 · $17,414+20.3%

+11.8%5 years · per year$17,462 · $16,375+10.4%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

0.67%12-mo yield$67 · $298 on $10k2.98%

−11.8%Worst dropSmaller wins−6.9%

15.7%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLG · SCHD

1.0%CVX3.9%

0.9%PG4.4%

0.9%MRK3.8%

0.9%KO4.2%

Held in common7.6%

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	AXLG	Invesco S&P 500 Top 50 ETFRead Desk		0.20%	0.67%	−5.0%	+0.4%	+0.5%	+21.8%	+11.8%	−11.8%	$11.5B
2	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

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	AXLG	Invesco S&P 500 Top 50 ETFRead Desk		0.20%	0.67%	−5.0%	+0.4%	+0.5%	+21.8%	+11.8%	−11.8%	$11.5B
2	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

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

XLG vs SCHD

XLG

Invesco S&P 500 Top 50

$17,462

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureXLGSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield0.67%2.98%

5 years, per year+11.8%+10.4%

3 years, per year+21.8%+20.3%

Worst drop · 1Y−11.8%−6.9%

Volatility · 1Y15.7%11.7%

4–2measures won
SCHD first

7.6%

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%

$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: XLG, SCHD

Today

7.6%most shared, XLG and SCHD

XLGSCHD

XLG—7.6%

SCHD7.6%—

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

XLG$67 − $20 = $47

KeptFee

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