XMLV vs SCHD

AXMLV

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income3.01%XMLV · $301 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 · $120B

+14.0%3 years · per year$14,812 · $17,266+20.0%

+6.4%5 years · per year$13,622 · $16,267+10.2%

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

3.01%12-mo yield$301 · $300 on $10k3.00%

−9.2%Worst dropSmaller wins−6.9%

11.0%VolatilityLower wins11.7%

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 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AXMLV	Invesco S&P MidCap Low Volatility ETFRead Desk	0.25%	3.01%	−0.3%	+8.9%	+9.7%	+14.0%	+6.4%	−9.2%	$724M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AXMLV	Invesco S&P MidCap Low Volatility ETFRead Desk	0.25%	3.01%	−0.3%	+8.9%	+9.7%	+14.0%	+6.4%	−9.2%	$724M

End-of-day Nov 6, 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

$13,622

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureXMLVSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield3.01%3.00%

5 years, per year+6.4%+10.2%

3 years, per year+14.0%+20.0%

Worst drop · 1Y−9.2%−6.9%

Volatility · 1Y11.0%11.7%

4–1measures won
SCHD first

1.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: XMLV, SCHD, VUG

Today

1.4%most shared, XMLV and SCHD

XMLVSCHDVUG

XMLV—1.4%0.0%

SCHD1.4%—0.8%

VUG0.0%0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

XMLV$301 − $25 = $276

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee