XMLV vs SCHD

AXMLV

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · IWF $15,892

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%XMLV · $298 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 · $724MSchwab U.S. Dividend Equity ETF · $122B

+13.7%3 years · per year$14,709 · $17,123+19.6%

+6.3%5 years · per year$13,593 · $16,459+10.5%

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

2.98%12-mo yield$298 · $296 on $10k2.96%

−9.2%Worst dropSmaller wins−6.9%

11.0%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXMLV · SCHD

1.0%EWBC0.4%

0.9%FNF0.3%

1.5%AFG0.3%

1.0%ORI0.2%

Held in common1.4%

End-of-day Nov 9, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AXMLV	Invesco S&P MidCap Low Volatility ETFRead Desk	0.25%	2.98%	+1.1%	+10.1%	+11.3%	+13.7%	+6.3%	−9.2%	$724M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AXMLV	Invesco S&P MidCap Low Volatility ETFRead Desk	0.25%	2.98%	+1.1%	+10.1%	+11.3%	+13.7%	+6.3%	−9.2%	$724M

End-of-day Nov 9, 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

$13,593

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureXMLVSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield2.98%2.96%

5 years, per year+6.3%+10.5%

3 years, per year+13.7%+19.6%

Worst drop · 1Y−9.2%−6.9%

Volatility · 1Y11.0%11.8%

4–1measures won
SCHD first

1.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: XMLV, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

XMLVSCHDIWF

XMLV—1.4%0.0%

SCHD1.4%—3.6%

IWF0.0%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

XMLV$298 − $25 = $273

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee