XSEP vs SCHD5YXSEPXSEPAvsBSCHDSCHDFT Vest U.S. Equity Enhance & Moderate Buffer ETF - September · $98MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+9.5%3 years · per year$13,122 · $17,257+19.9%[…]5 years · per year[…] · $16,429+10.4%Cost and income0.85%Expense ratio$85 · $6 on $10k · lower wins0.06%0.00%12-mo yield$0 · $293 on $10k2.93%Risk · 1 year−3.5%End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2AXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF - SeptemberReadDesk0.85%0.00%−0.2%+6.9%+8.0%+9.5%new−3.5%$98MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2AXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF - SeptemberReadDesk0.85%0.00%−0.2%+6.9%+8.0%+9.5%new−3.5%$98MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in XSEP, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: XSEP, SCHDToday[…]holdings […]XSEPSCHDXSEP—[…]SCHD[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
XSEP vs SCHD5YAXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF - September[…]vsSCHDBSchwab U.S. Dividend Equity$16,429MeasureXSEPSCHDFee0.85%0.06%Cost on $10k a year$85$6Yield0.00%2.93%5 years, per year[…]+10.4%3 years, per year+9.5%+19.9%Worst drop · 1Y−3.5%−6.9%Volatility · 1Y5.5%
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: XSEP, SCHDToday[…]holdings […]XSEPSCHDXSEP—[…]SCHD[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287XSEP$0 − $85 = −$85KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee