XLP vs SCHD

AXLP

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · XLP $14,765

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 common19.7%XLP and SCHD

XLP

SCHD

State Street Consumer Staples Select Sector SPDR ETF · $15.4BSchwab U.S. Dividend Equity ETF · $121B

+13.8%3 years · per year$14,746 · $17,908+21.4%

+8.1%5 years · per year$14,765 · $16,881+11.0%

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

2.39%12-mo yield$239 · $291 on $10k2.91%

−9.7%Worst dropSmaller wins−6.9%

15.6%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLP · SCHD

7.7%PG4.3%

7.5%KO4.2%

4.2%PEP3.8%

4.7%MO3.0%

Held in common19.7%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.39%	+3.4%	+20.6%	+24.8%	+13.8%	+8.1%	−9.7%	$15.4B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.39%	+3.4%	+20.6%	+24.8%	+13.8%	+8.1%	−9.7%	$15.4B

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

XLP vs SCHD

XLP

Consumer Staples Select Sector SPDR

$14,765

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureXLPSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield2.39%2.91%

5 years, per year+8.1%+11.0%

3 years, per year+13.8%+21.4%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y15.6%11.5%

6–0measures won
SCHD first

19.7%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XLP, SCHD

Today

19.7%most shared, XLP and SCHD

XLPSCHD

XLP—19.7%

SCHD19.7%—

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

XLP$239 − $8 = $231

KeptFee

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