XLG vs SCHD

AXLG

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,887XLG · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common7.7%XLG and SCHD

XLG

SCHD

Invesco S&P 500 Top 50 ETF · $11.2BSchwab U.S. Dividend Equity ETF · $122B

+21.7%3 years · per year$18,025 · $17,123+19.6%

+12.3%5 years · per year$17,887 · $16,459+10.5%

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

0.65%12-mo yield$65 · $296 on $10k2.96%

−11.8%Worst dropSmaller wins−6.9%

15.8%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLG · SCHD

1.1%CVX4.0%

1.0%PG4.4%

0.9%KO4.3%

0.9%MRK3.8%

Held in common7.7%

End-of-day Nov 9, 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%	0.65%	+2.2%	+3.3%	+4.7%	+21.7%	+12.3%	−11.8%	$11.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 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%	0.65%	+2.2%	+3.3%	+4.7%	+21.7%	+12.3%	−11.8%	$11.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 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

$17,887

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureXLGSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield0.65%2.96%

5 years, per year+12.3%+10.5%

3 years, per year+21.7%+19.6%

Worst drop · 1Y−11.8%−6.9%

Volatility · 1Y15.8%11.8%

4–2measures won
SCHD first

7.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: XLG, SCHD, VOO

Today

63.8%most shared, XLG and VOO

XLGSCHDVOO

XLG—7.7%63.8%

SCHD7.7%—7.6%

VOO63.8%7.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VOO$107 − $3 = $104

XLG$65 − $20 = $45

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee