XSD vs SCHD

AXSD

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · XSD $18,068

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common6.1%XSD and SCHD

XSD

SCHD

State Street SPDR S&P Semiconductor ETF · $2.4BSchwab U.S. Dividend Equity ETF · $120B

+32.6%3 years · per year$23,321 · $17,414+20.3%

+12.6%5 years · per year$18,068 · $16,375+10.4%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

0.20%12-mo yield$20 · $298 on $10k2.98%

−39.4%Worst dropSmaller wins−6.9%

49.2%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSD · SCHD

3.4%TXN4.7%

2.8%QCOM3.9%

Held in common6.1%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AXSD	State Street SPDR S&P Semiconductor ETFRead Desk	0.35%	0.20%	−11.2%	+22.4%	+19.8%	+32.6%	+12.6%	−39.4%	$2.4B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AXSD	State Street SPDR S&P Semiconductor ETFRead Desk	0.35%	0.20%	−11.2%	+22.4%	+19.8%	+32.6%	+12.6%	−39.4%	$2.4B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

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

XSD vs SCHD

XSD

SPDR S&P Semiconductor

$18,068

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureXSDSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield0.20%2.98%

5 years, per year+12.6%+10.4%

3 years, per year+32.6%+20.3%

Worst drop · 1Y−39.4%−6.9%

Volatility · 1Y49.2%11.7%

4–2measures won
SCHD first

6.1%

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX 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

Overlap: XSD, SCHD, SMH

Today

27.7%most shared, XSD and SMH

XSDSCHDSMH

XSD—6.1%27.7%

SCHD6.1%—8.6%

SMH27.7%8.6%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SMH$25 − $35 = −$10

XSD$20 − $35 = −$15

KeptFee

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