XNAV vs SCHD

AXNAV

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common0.0%XNAV and SCHD

XNAV

SCHD

FundX Aggressive ETF · $27MSchwab U.S. Dividend Equity ETF · $120B

+16.9%3 years · per year$15,973 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

1.27%Expense ratio$127 · $6 on $10k · lower wins0.06%

0.58%12-mo yield$58 · $300 on $10k3.00%

−21.2%Worst dropSmaller wins−6.9%

23.4%VolatilityLower wins11.7%

0–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXNAV · SCHD

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
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	AXNAV	FundX Aggressive ETFRead Desk		1.27%	0.58%	+1.5%	−0.5%	+0.9%	+16.9%	new	−21.2%	$27M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AXNAV	FundX Aggressive ETFRead Desk		1.27%	0.58%	+1.5%	−0.5%	+0.9%	+16.9%	new	−21.2%	$27M

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

XNAV vs SCHD

XNAV

FundX Aggressive

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureXNAVSCHD

Fee1.27%0.06%

Cost on $10k a year$127$6

Yield0.58%3.00%

5 years, per year[…]+10.2%

3 years, per year+16.9%+20.0%

Worst drop · 1Y−21.2%−6.9%

Volatility · 1Y23.4%11.7%

5–0measures won
SCHD first

0.0%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XNAV, SCHD

Today

0.0%most shared, XNAV and SCHD

XNAVSCHD

XNAV—0.0%

SCHD0.0%—

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

XNAV$58 − $127 = −$69

KeptFee

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