XSHD vs VYM

AXSHD

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · XSHD $8,044

Lowest cost0.04%VYM · $4 on $10k

Most income5.06%XSHD · $506 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.4%XSHD and VYM

XSHD

VYM

Invesco S&P SmallCap High Dividend Low Volatility ETF · $64MVanguard High Dividend Yield ETF · $78.9B

+4.2%3 years · per year$11,316 · $17,107+19.6%

−4.3%5 years · per year$8,044 · $16,941+11.1%

0.30%Expense ratio$30 · $4 on $10k · lower wins0.04%

5.06%12-mo yield$506 · $231 on $10k2.31%

−13.3%Worst dropSmaller wins−6.7%

14.8%VolatilityLower wins10.6%

1–5VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSHD · VYM

0.8%MTCH0.0%

1.9%EMN0.0%

3.8%CAG0.0%

1.5%LKQ0.0%

Held in common0.4%

End-of-day Nov 6, 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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AXSHD	Invesco S&P SmallCap High Dividend Low Volatility ETFRead Desk		0.30%	5.06%	−1.1%	+6.9%	+7.6%	+4.2%	−4.3%	−13.3%	$64M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AXSHD	Invesco S&P SmallCap High Dividend Low Volatility ETFRead Desk		0.30%	5.06%	−1.1%	+6.9%	+7.6%	+4.2%	−4.3%	−13.3%	$64M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XSHD vs VYM

XSHD

Invesco S&P SmallCap High Dividend Low Volatility

$8,044

VYM

Vanguard High Dividend Yield

$16,941

MeasureXSHDVYM

Fee0.30%0.04%

Cost on $10k a year$30$4

Yield5.06%2.31%

5 years, per year−4.3%+11.1%

3 years, per year+4.2%+19.6%

Worst drop · 1Y−13.3%−6.7%

Volatility · 1Y14.8%10.6%

5–1measures won
VYM first

0.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XSHD, VYM

Today

0.4%most shared, XSHD and VYM

XSHDVYM

XSHD—0.4%

VYM0.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$476most kept, XSHD

XSHD$506 − $30 = $476

VYM$231 − $4 = $227

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee