XLP vs SCHD

AXLP

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$20,466VGT · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common19.9%XLP and SCHD

XLP

SCHD

State Street Consumer Staples Select Sector SPDR ETF · $15.3BSchwab U.S. Dividend Equity ETF · $120B

+13.4%3 years · per year$14,584 · $17,414+20.3%

+7.9%5 years · per year$14,602 · $16,375+10.4%

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

2.41%12-mo yield$241 · $298 on $10k2.98%

−9.7%Worst dropSmaller wins−6.9%

15.7%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLP · SCHD

7.7%PG4.4%

7.4%KO4.2%

4.2%PEP3.9%

4.6%MO3.0%

Held in common19.9%

End-of-day Nov 5, 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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk	0.08%	2.41%	−0.8%	+19.7%	+23.4%	+13.4%	+7.9%	−9.7%	$15.3B

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

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk	0.08%	2.41%	−0.8%	+19.7%	+23.4%	+13.4%	+7.9%	−9.7%	$15.3B

End-of-day Nov 5, 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

$14,602

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureXLPSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield2.41%2.98%

5 years, per year+7.9%+10.4%

3 years, per year+13.4%+20.3%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y15.7%11.7%

6–0measures won
SCHD first

19.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

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

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XLP, SCHD, VGT

Today

19.9%most shared, XLP and SCHD

XLPSCHDVGT

XLP—19.9%0.0%

SCHD19.9%—2.2%

VGT0.0%2.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

XLP$241 − $8 = $233

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee