XSHD vs SCHD

AXSHD

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · XSHD $8,091

Lowest cost0.06%SCHD · $6 on $10k

Most income5.00%XSHD · $500 on $10k

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

Held in common0.3%XSHD and SCHD

XSHD

SCHD

Invesco S&P SmallCap High Dividend Low Volatility ETF · $66MSchwab U.S. Dividend Equity ETF · $120B

+4.9%3 years · per year$11,534 · $17,414+20.3%

−4.1%5 years · per year$8,091 · $16,375+10.4%

0.30%Expense ratio$30 · $6 on $10k · lower wins0.06%

5.00%12-mo yield$500 · $298 on $10k2.98%

−13.3%Worst dropSmaller wins−6.9%

14.8%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSHD · SCHD

2.2%CWEN0.1%

1.2%KFY0.1%

2.8%WU0.0%

3.1%FLO0.0%

Held in common0.3%

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

Both

5Y2 funds

#			Trend
1	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
2	AXSHD	Invesco S&P SmallCap High Dividend Low Volatility ETFRead Desk		0.30%	5.00%	−1.3%	+8.1%	+10.6%	+4.9%	−4.1%	−13.3%	$66M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AXSHD	Invesco S&P SmallCap High Dividend Low Volatility ETFRead Desk		0.30%	5.00%	−1.3%	+8.1%	+10.6%	+4.9%	−4.1%	−13.3%	$66M

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

XSHD vs SCHD

XSHD

Invesco S&P SmallCap High Dividend Low Volatility

$8,091

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureXSHDSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield5.00%2.98%

5 years, per year−4.1%+10.4%

3 years, per year+4.9%+20.3%

Worst drop · 1Y−13.3%−6.9%

Volatility · 1Y14.8%11.7%

5–1measures won
SCHD first

0.3%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XSHD, SCHD

Today

0.3%most shared, XSHD and SCHD

XSHDSCHD

XSHD—0.3%

SCHD0.3%—

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

Income After Fees on $10,000

$470most kept, XSHD

XSHD$500 − $30 = $470

SCHD$298 − $6 = $292

KeptFee

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