XLI vs SCHD

AXLI

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,702XLI · SCHD $16,881

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 common8.6%XLI and SCHD

XLI

SCHD

State Street Industrial Select Sector SPDR ETF · $31.5BSchwab U.S. Dividend Equity ETF · $123B

+21.9%3 years · per year$18,093 · $17,908+21.4%

+12.1%5 years · per year$17,702 · $16,881+11.0%

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

1.11%12-mo yield$111 · $291 on $10k2.91%

−12.2%Worst dropSmaller wins−6.9%

17.4%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLI · SCHD

2.4%LMT3.1%

2.2%ADP2.8%

1.5%UPS1.9%

1.1%FAST1.4%

Held in common8.6%

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	AXLI	State Street Industrial Select Sector SPDR ETFRead Desk		0.08%	1.11%	−1.1%	+10.1%	+11.0%	+21.9%	+12.1%	−12.2%	$31.5B
2	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

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	AXLI	State Street Industrial Select Sector SPDR ETFRead Desk		0.08%	1.11%	−1.1%	+10.1%	+11.0%	+21.9%	+12.1%	−12.2%	$31.5B
2	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

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

XLI vs SCHD

XLI

Industrial Select Sector SPDR

$17,702

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureXLISCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield1.11%2.91%

5 years, per year+12.1%+11.0%

3 years, per year+21.9%+21.4%

Worst drop · 1Y−12.2%−6.9%

Volatility · 1Y17.4%11.5%

4–2measures won
SCHD first

8.6%

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: XLI, SCHD

Today

8.6%most shared, XLI and SCHD

XLISCHD

XLI—8.6%

SCHD8.6%—

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

XLI$111 − $8 = $103

KeptFee

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