XRMI vs SCHD

AXRMI

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · XRMI $11,471

Lowest cost0.06%SCHD · $6 on $10k

Most income12.45%XRMI · $1,245 on $10k

Smallest drop−5.0%XRMI · worst fall in 1Y

Held in common8.6%XRMI and SCHD

XRMI

SCHD

Global X - S&P 500 Risk Managed Income ETF · $62MSchwab U.S. Dividend Equity ETF · $121B

+9.9%3 years · per year$13,261 · $17,784+21.2%

+2.8%5 years · per year$11,471 · $16,352+10.3%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

12.45%12-mo yield$1,245 · $297 on $10k2.97%

−5.0%Worst dropSmaller wins−6.9%

5.6%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXRMI · SCHD

0.7%CVX4.2%

0.6%PG4.3%

0.6%MRK3.8%

0.6%KO4.2%

Held in common8.6%

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	AXRMI	Global X - S&P 500 Risk Managed Income ETFRead Desk		0.60%	12.45%	+0.1%	+5.3%	+7.9%	+9.9%	+2.8%	−5.0%	$62M

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	AXRMI	Global X - S&P 500 Risk Managed Income ETFRead Desk		0.60%	12.45%	+0.1%	+5.3%	+7.9%	+9.9%	+2.8%	−5.0%	$62M

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

XRMI vs SCHD

XRMI

Global X - S&P 500 Risk Managed Income

$11,471

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureXRMISCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield12.45%2.97%

5 years, per year+2.8%+10.3%

3 years, per year+9.9%+21.2%

Worst drop · 1Y−5.0%−6.9%

Volatility · 1Y5.6%11.4%

3–3measures won
level

8.6%

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: XRMI, SCHD

Today

8.6%most shared, XRMI and SCHD

XRMISCHD

XRMI—8.6%

SCHD8.6%—

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

Income After Fees on $10,000

$1,185most kept, XRMI

XRMI$1,245 − $60 = $1,185

SCHD$297 − $6 = $291

KeptFee

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