XQQI vs SCHD

AXQQI

BSCHD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income19.23%XQQI · $1,923 on $10k

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

Held in common6.1%XQQI and SCHD

XQQI

SCHD

NEOS Boosted Nasdaq-100 High Income ETF · $402MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.98%Expense ratio$98 · $6 on $10k · lower wins0.06%

19.23%12-mo yield$1,923 · $296 on $10k2.96%

[…]Worst dropSmaller wins−6.9%

[…]VolatilityLower wins11.8%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsXQQI · SCHD

1.3%TXN4.3%

1.3%AMGN4.1%

1.0%PEP4.0%

0.9%QCOM3.9%

Held in common6.1%

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AXQQI	NEOS Boosted Nasdaq-100 High Income ETFRead Desk		0.98%	19.23%	+5.1%	new	new	new	new	[…]	$402M

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AXQQI	NEOS Boosted Nasdaq-100 High Income ETFRead Desk		0.98%	19.23%	+5.1%	new	new	new	new	[…]	$402M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XQQI vs SCHD

XQQI

NEOS Boosted Nasdaq-100 High Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureXQQISCHD

Fee0.98%0.06%

Cost on $10k a year$98$6

Yield19.23%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.8%

1–1measures won
level

6.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: XQQI, SCHD

Today

6.1%most shared, XQQI and SCHD

XQQISCHD

XQQI—6.1%

SCHD6.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,825most kept, XQQI

XQQI$1,923 − $98 = $1,825

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee