XPAY vs SCHB

AXPAY

BSCHB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,377SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income22.22%XPAY · $2,222 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common0.0%XPAY and SCHB

XPAY

SCHB

Roundhill Investments - S&P 500 Target 20 Managed Distribution ETF · $178MSchwab U.S. Broad Market ETF · $42.9B

[…]3 years · per year[…] · $17,991+21.6%

[…]5 years · per year[…] · $16,377+10.4%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

22.22%12-mo yield$2,222 · $109 on $10k1.09%

−9.3%Worst dropSmaller wins−8.9%

13.3%VolatilityLower wins13.8%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsXPAY · SCHB

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	AXPAY	Roundhill Investments - S&P 500 Target 20 Managed Distribution ETFRead Desk		0.49%	22.22%	−1.0%	+7.9%	+8.7%	new	new	−9.3%	$178M

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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$42.9B
2	AXPAY	Roundhill Investments - S&P 500 Target 20 Managed Distribution ETFRead Desk		0.49%	22.22%	−1.0%	+7.9%	+8.7%	new	new	−9.3%	$178M

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

XPAY vs SCHB

XPAY

Roundhill Investments - S&P 500 Target 20 Managed Distribution

[…]

SCHB

Schwab U.S. Broad Market

$16,377

MeasureXPAYSCHB

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield22.22%1.09%

5 years, per year[…]+10.4%

3 years, per year[…]+21.6%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.3%13.8%

2–2measures won
level

0.0%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XPAY, SCHB

Today

0.0%most shared, XPAY and SCHB

XPAYSCHB

XPAY—0.0%

SCHB0.0%—

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

Income After Fees on $10,000

$2,173most kept, XPAY

XPAY$2,222 − $49 = $2,173

SCHB$109 − $3 = $106

KeptFee

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