XSLV vs SCHD

AXSLV

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · SCHD $16,459

Lowest cost0.03%VUG · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common0.5%XSLV and SCHD

XSLV

SCHD

Invesco S&P SmallCap Low Volatility ETF · $238MSchwab U.S. Dividend Equity ETF · $120B

+12.4%3 years · per year$14,202 · $17,123+19.6%

+3.2%5 years · per year$11,733 · $16,459+10.5%

0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%

2.36%12-mo yield$236 · $296 on $10k2.96%

−9.5%Worst dropSmaller wins−6.9%

13.2%VolatilityLower wins11.8%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSLV · SCHD

0.8%CVBF0.1%

0.8%APAM0.1%

0.8%BANR0.1%

0.8%OFG0.1%

Held in common0.5%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk	0.25%	2.36%	+1.3%	+13.8%	+17.2%	+12.4%	+3.2%	−9.5%	$238M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AXSLV	Invesco S&P SmallCap Low Volatility ETFRead Desk	0.25%	2.36%	+1.3%	+13.8%	+17.2%	+12.4%	+3.2%	−9.5%	$238M

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

XSLV vs SCHD

XSLV

Invesco S&P SmallCap Low Volatility

$11,734

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureXSLVSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield2.36%2.96%

5 years, per year+3.2%+10.5%

3 years, per year+12.4%+19.6%

Worst drop · 1Y−9.5%−6.9%

Volatility · 1Y13.2%11.8%

6–0measures won
SCHD first

0.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: XSLV, SCHD, VUG

Today

0.8%most shared, SCHD and VUG

XSLVSCHDVUG

XSLV—0.5%0.0%

SCHD0.5%—0.8%

VUG0.0%0.8%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

XSLV$236 − $25 = $211

VUG$41 − $3 = $38

KeptFee

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