XLK vs SCHD

AXLK

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$23,003XLK · 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 common3.9%XLK and SCHD

XLK

SCHD

State Street Technology Select Sector SPDR ETF · $117BSchwab U.S. Dividend Equity ETF · $123B

+30.2%3 years · per year$22,087 · $17,908+21.4%

+18.1%5 years · per year$23,003 · $16,881+11.0%

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

0.47%12-mo yield$47 · $291 on $10k2.91%

−15.9%Worst dropSmaller wins−6.9%

27.3%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLK · SCHD

1.8%TXN4.8%

1.1%QCOM3.8%

1.0%ACN3.7%

Held in common3.9%

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	AXLK	State Street Technology Select Sector SPDR ETFRead Desk		0.08%	0.47%	0.0%	+23.0%	+17.5%	+30.2%	+18.1%	−15.9%	$117.1B
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	AXLK	State Street Technology Select Sector SPDR ETFRead Desk		0.08%	0.47%	0.0%	+23.0%	+17.5%	+30.2%	+18.1%	−15.9%	$117.1B
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

XLK vs SCHD

XLK

Technology Select Sector SPDR

$23,003

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureXLKSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield0.47%2.91%

5 years, per year+18.1%+11.0%

3 years, per year+30.2%+21.4%

Worst drop · 1Y−15.9%−6.9%

Volatility · 1Y27.3%11.5%

4–2measures won
SCHD first

3.9%

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

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

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

Overlap: XLK, SCHD

Today

3.9%most shared, XLK and SCHD

XLKSCHD

XLK—3.9%

SCHD3.9%—

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

XLK$47 − $8 = $39

KeptFee

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