XPND vs SCHD

AXPND

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SCHD $16,267

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 common7.2%XPND and SCHD

XPND

SCHD

First Trust Expanded Technology ETF · $37MSchwab U.S. Dividend Equity ETF · $120B

+19.3%3 years · per year$16,989 · $17,266+20.0%

+9.7%5 years · per year$15,852 · $16,267+10.2%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

0.10%12-mo yield$10 · $300 on $10k3.00%

−19.3%Worst dropSmaller wins−6.9%

24.2%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXPND · SCHD

4.3%TXN4.3%

2.9%QCOM3.6%

Held in common7.2%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AXPND	First Trust Expanded Technology ETFRead Desk	0.65%	0.10%	+1.3%	−4.1%	−6.9%	+19.3%	+9.7%	−19.3%	$37M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AXPND	First Trust Expanded Technology ETFRead Desk	0.65%	0.10%	+1.3%	−4.1%	−6.9%	+19.3%	+9.7%	−19.3%	$37M

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

XPND vs SCHD

XPND

First Trust Expanded Technology

$15,852

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureXPNDSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield0.10%3.00%

5 years, per year+9.7%+10.2%

3 years, per year+19.3%+20.0%

Worst drop · 1Y−19.3%−6.9%

Volatility · 1Y24.2%11.7%

6–0measures won
SCHD first

7.2%

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX 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: XPND, SCHD, SMH

Today

29.4%most shared, XPND and SMH

XPNDSCHDSMH

XPND—7.2%29.4%

SCHD7.2%—7.9%

SMH29.4%7.9%—

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

SMH$24 − $35 = −$11

XPND$10 − $65 = −$55

KeptFee

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