XSHD vs SCHD

AXSHD

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SCHD $16,454

Lowest cost0.03%VOO · $3 on $10k

Most income5.01%XSHD · $501 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 · $64MSchwab U.S. Dividend Equity ETF · $120B

+3.3%3 years · per year$11,038 · $17,118+19.6%

−4.5%5 years · per year$7,953 · $16,454+10.5%

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

5.01%12-mo yield$501 · $296 on $10k2.96%

−13.3%Worst dropSmaller wins−6.9%

14.7%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSHD · SCHD

2.1%CWEN0.1%

1.2%KFY0.1%

3.0%WU0.1%

3.1%FLO0.0%

Held in common0.3%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AXSHD	Invesco S&P SmallCap High Dividend Low Volatility ETFRead Desk	0.30%	5.01%	+0.9%	+8.0%	+10.0%	+3.3%	−4.5%	−13.3%	$64M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AXSHD	Invesco S&P SmallCap High Dividend Low Volatility ETFRead Desk	0.30%	5.01%	+0.9%	+8.0%	+10.0%	+3.3%	−4.5%	−13.3%	$64M

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

XSHD vs SCHD

XSHD

Invesco S&P SmallCap High Dividend Low Volatility

$7,953

SCHD

Schwab U.S. Dividend Equity

$16,454

MeasureXSHDSCHD

Fee0.30%0.06%

Cost on $10k a year$30$6

Yield5.01%2.96%

5 years, per year−4.5%+10.5%

3 years, per year+3.3%+19.6%

Worst drop · 1Y−13.3%−6.9%

Volatility · 1Y14.7%11.8%

5–1measures won
SCHD first

0.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026

Overlap: XSHD, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

XSHDSCHDVOO

XSHD—0.3%0.0%

SCHD0.3%—7.6%

VOO0.0%7.6%—

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

Income After Fees on $10,000

$471most kept, XSHD

XSHD$501 − $30 = $471

SCHD$296 − $6 = $290

VOO$107 − $3 = $104

KeptFee

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