XLG vs SCHD

AXLG

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,484XLG · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common7.8%XLG and SCHD

XLG

SCHD

Invesco S&P 500 Top 50 ETF · $11.2BSchwab U.S. Dividend Equity ETF · $120B

+21.5%3 years · per year$17,936 · $17,266+20.0%

+11.8%5 years · per year$17,484 · $16,267+10.2%

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

0.66%12-mo yield$66 · $300 on $10k3.00%

−11.8%Worst dropSmaller wins−6.9%

15.7%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLG · SCHD

1.1%CVX4.0%

1.0%PG4.5%

0.9%KO4.3%

0.9%MRK3.8%

Held in common7.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AXLG	Invesco S&P 500 Top 50 ETFRead Desk	0.20%	0.66%	+0.7%	+1.1%	+1.0%	+21.5%	+11.8%	−11.8%	$11.2B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AXLG	Invesco S&P 500 Top 50 ETFRead Desk	0.20%	0.66%	+0.7%	+1.1%	+1.0%	+21.5%	+11.8%	−11.8%	$11.2B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 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

$17,484

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureXLGSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield0.66%3.00%

5 years, per year+11.8%+10.2%

3 years, per year+21.5%+20.0%

Worst drop · 1Y−11.8%−6.9%

Volatility · 1Y15.7%11.7%

4–2measures won
SCHD first

7.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: XLG, SCHD, IVV

Today

62.1%most shared, XLG and IVV

XLGSCHDIVV

XLG—7.8%62.1%

SCHD7.8%—8.7%

IVV62.1%8.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IVV$114 − $3 = $111

XLG$66 − $20 = $46

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee