XOVR vs FNDA

AXOVR

BFNDA

Measures won0–4FNDA wins · of 6 · 5Y

$10,000 · 5Y$13,878FNDA

Lowest cost0.25%FNDA · $25 on $10k

Most income1.24%FNDA · $124 on $10k

Smallest drop−9.4%FNDA · worst fall in 1Y

Held in common2.2%XOVR and FNDA

XOVR

FNDA

ERShares Private-Public Crossover ETF · $1.4BSchwab Fundamental U.S. Small Company Index ETF · $8.8B

[…]3 years · per year[…] · $16,173+17.4%

[…]5 years · per year[…] · $13,878+6.8%

0.75%Expense ratio$75 · $25 on $10k · lower wins0.25%

0.00%12-mo yield$0 · $124 on $10k1.24%

−21.6%Worst dropSmaller wins−9.4%

25.9%VolatilityLower wins16.1%

0–4FNDA wins

$10,000 · 5 yearsOne scale

Shared top holdingsXOVR · FNDA

2.7%EXEL0.4%

2.8%VEEV0.3%

2.7%DASH0.3%

2.7%NBIX0.2%

Held in common2.2%

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

Both

5Y2 funds

#			Trend
1	BFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.24%	−3.5%	+13.6%	+18.6%	+17.4%	+6.8%	−9.4%	$8.8B
2	AXOVR	ERShares Private-Public Crossover ETFRead Desk		0.75%	0.00%	−5.8%	−5.1%	−8.1%	new	new	−21.6%	$1.4B

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

Both

5Y2 funds

#			Trend
1	BFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.24%	−3.5%	+13.6%	+18.6%	+17.4%	+6.8%	−9.4%	$8.8B
2	AXOVR	ERShares Private-Public Crossover ETFRead Desk		0.75%	0.00%	−5.8%	−5.1%	−8.1%	new	new	−21.6%	$1.4B

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

XOVR vs FNDA

XOVR

ERShares Private-Public Crossover

[…]

FNDA

Schwab Fundamental U.S. Small Company Index

$13,878

MeasureXOVRFNDA

Fee0.75%0.25%

Cost on $10k a year$75$25

Yield0.00%1.24%

5 years, per year[…]+6.8%

3 years, per year[…]+17.4%

Worst drop · 1Y−21.6%−9.4%

Volatility · 1Y25.9%16.1%

4–0measures won
FNDA first

2.2%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XOVR, FNDA

Today

2.2%most shared, XOVR and FNDA

XOVRFNDA

XOVR—2.2%

FNDA2.2%—

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

Income After Fees on $10,000

$99most kept, FNDA

FNDA$124 − $25 = $99

XOVR$0 − $75 = −$75

KeptFee

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