XSHQ vs SCHD

AXSHQ

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · XSHQ $12,911

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 common0.7%XSHQ and SCHD

XSHQ

SCHD

Invesco S&P SmallCap Quality ETF · $298MSchwab U.S. Dividend Equity ETF · $123B

+11.5%3 years · per year$13,875 · $17,414+20.3%

+5.2%5 years · per year$12,911 · $16,375+10.4%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

1.22%12-mo yield$122 · $298 on $10k2.98%

−9.9%Worst dropSmaller wins−6.9%

16.3%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSHQ · SCHD

1.9%MC0.1%

0.9%RHI0.1%

0.8%KFY0.1%

1.7%APAM0.1%

Held in common0.7%

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%	$122.9B
2	AXSHQ	Invesco S&P SmallCap Quality ETFRead Desk		0.29%	1.22%	−4.3%	+8.5%	+12.1%	+11.5%	+5.2%	−9.9%	$298M

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%	$122.9B
2	AXSHQ	Invesco S&P SmallCap Quality ETFRead Desk		0.29%	1.22%	−4.3%	+8.5%	+12.1%	+11.5%	+5.2%	−9.9%	$298M

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

XSHQ vs SCHD

XSHQ

Invesco S&P SmallCap Quality

$12,911

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureXSHQSCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield1.22%2.98%

5 years, per year+5.2%+10.4%

3 years, per year+11.5%+20.3%

Worst drop · 1Y−9.9%−6.9%

Volatility · 1Y16.3%11.7%

6–0measures won
SCHD first

0.7%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XSHQ, SCHD

Today

0.7%most shared, XSHQ and SCHD

XSHQSCHD

XSHQ—0.7%

SCHD0.7%—

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

XSHQ$122 − $29 = $93

KeptFee

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