XMPT vs SCHD

AXMPT

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · SGOV $12,086

Lowest cost0.06%SCHD · $6 on $10k

Most income6.35%XMPT · $635 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common0.0%XMPT and SCHD

XMPT

SCHD

VanEck CEF Muni Income ETF · $206MSchwab U.S. Dividend Equity ETF · $120B

+9.2%3 years · per year$13,026 · $17,414+20.3%

−2.0%5 years · per year$9,044 · $16,375+10.4%

3.40%Expense ratio$340 · $6 on $10k · lower wins0.06%

6.35%12-mo yield$635 · $298 on $10k2.98%

−13.8%Worst dropSmaller wins−6.9%

9.5%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXMPT · 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

All Three

5Y3 funds

#
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%	$120.5B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
3	AXMPT	VanEck CEF Muni Income ETFRead Desk	3.40%	6.35%	−0.8%	−3.7%	−3.1%	+9.2%	−2.0%	−13.8%	$206M

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	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
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
3	AXMPT	VanEck CEF Muni Income ETFRead Desk	3.40%	6.35%	−0.8%	−3.7%	−3.1%	+9.2%	−2.0%	−13.8%	$206M

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

XMPT vs SCHD

XMPT

VanEck CEF Muni Income

$9,044

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureXMPTSCHD

Fee3.40%0.06%

Cost on $10k a year$340$6

Yield6.35%2.98%

5 years, per year−2.0%+10.4%

3 years, per year+9.2%+20.3%

Worst drop · 1Y−13.8%−6.9%

Volatility · 1Y9.5%11.7%

4–2measures 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XMPT, SCHD, SGOV

Today

0.0%most shared, XMPT and SCHD

XMPTSCHDSGOV

XMPT—0.0%[…]

SCHD0.0%—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

XMPT$635 − $340 = $295

SCHD$298 − $6 = $292

KeptFee

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