XMLV vs SCHD

AXMLV

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · XMLV $14,024

Lowest cost0.06%SCHD · $6 on $10k

Most income2.95%XMLV · $295 on $10k

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

Held in common1.4%XMLV and SCHD

XMLV

SCHD

Invesco S&P MidCap Low Volatility ETF · $729MSchwab U.S. Dividend Equity ETF · $123B

+15.4%3 years · per year$15,375 · $17,908+21.4%

+7.0%5 years · per year$14,024 · $16,881+11.0%

0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%

2.95%12-mo yield$295 · $291 on $10k2.91%

−9.2%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMLV · SCHD

1.0%EWBC0.4%

0.9%FNF0.3%

1.5%AFG0.2%

1.0%ORI0.2%

Held in common1.4%

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%	$122.9B
2	AXMLV	Invesco S&P MidCap Low Volatility ETFRead Desk		0.25%	2.95%	+1.5%	+11.3%	+13.0%	+15.4%	+7.0%	−9.2%	$729M

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%	$122.9B
2	AXMLV	Invesco S&P MidCap Low Volatility ETFRead Desk		0.25%	2.95%	+1.5%	+11.3%	+13.0%	+15.4%	+7.0%	−9.2%	$729M

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

XMLV vs SCHD

XMLV

Invesco S&P MidCap Low Volatility

$14,024

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureXMLVSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield2.95%2.91%

5 years, per year+7.0%+11.0%

3 years, per year+15.4%+21.4%

Worst drop · 1Y−9.2%−6.9%

Volatility · 1Y10.8%11.5%

4–2measures won
SCHD first

1.4%

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: XMLV, SCHD

Today

1.4%most shared, XMLV and SCHD

XMLVSCHD

XMLV—1.4%

SCHD1.4%—

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

XMLV$295 − $25 = $270

KeptFee

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