XLU vs SCHD

AXLU

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · XLU $14,941

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 common0.0%XLU and SCHD

XLU

SCHD

State Street Utilities Select Sector SPDR ETF · $24.0BSchwab U.S. Dividend Equity ETF · $123B

+16.6%3 years · per year$15,867 · $17,414+20.3%

+8.4%5 years · per year$14,941 · $16,375+10.4%

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

2.80%12-mo yield$280 · $298 on $10k2.98%

−16.1%Worst dropSmaller wins−6.9%

15.7%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLU · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.80%	−0.7%	+3.5%	+0.3%	+16.6%	+8.4%	−16.1%	$24.0B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AXLU	State Street Utilities Select Sector SPDR ETFRead Desk		0.08%	2.80%	−0.7%	+3.5%	+0.3%	+16.6%	+8.4%	−16.1%	$24.0B

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

XLU vs SCHD

XLU

Utilities Select Sector SPDR

$14,941

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureXLUSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield2.80%2.98%

5 years, per year+8.4%+10.4%

3 years, per year+16.6%+20.3%

Worst drop · 1Y−16.1%−6.9%

Volatility · 1Y15.7%11.7%

6–0measures won
SCHD first

0.0%

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%

$123BAssets$109B

2–0SCHD wins

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XLU, SCHD

Today

0.0%most shared, XLU and SCHD

XLUSCHD

XLU—0.0%

SCHD0.0%—

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

XLU$280 − $8 = $272

KeptFee

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