XOEF vs SCHD

AXOEF

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common6.3%XOEF and SCHD

XOEF

SCHD

iShares S&P 500 ex S&P 100 ETF · $23MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

1.09%12-mo yield$109 · $297 on $10k2.97%

−7.7%Worst dropSmaller wins−6.9%

12.8%VolatilityLower wins11.4%

0–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXOEF · SCHD

0.7%ADP2.8%

0.5%BX2.1%

0.5%EOG1.9%

0.5%SLB1.8%

Held in common6.3%

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AXOEF	iShares S&P 500 ex S&P 100 ETFRead Desk		0.20%	1.09%	0.0%	+16.8%	+19.3%	new	new	−7.7%	$23M

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AXOEF	iShares S&P 500 ex S&P 100 ETFRead Desk		0.20%	1.09%	0.0%	+16.8%	+19.3%	new	new	−7.7%	$23M

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

Cards for this view

XOEF vs SCHD

XOEF

iShares S&P 500 ex S&P 100

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureXOEFSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield1.09%2.97%

5 years, per year[…]+10.3%

3 years, per year[…]+21.2%

Worst drop · 1Y−7.7%−6.9%

Volatility · 1Y12.8%11.4%

4–0measures won
SCHD first

6.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XOEF, SCHD

Today

6.3%most shared, XOEF and SCHD

XOEFSCHD

XOEF—6.3%

SCHD6.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

XOEF$109 − $20 = $89

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee