XSPI vs SCHD

AXSPI

BSCHD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income15.00%XSPI · $1,500 on $10k

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

Held in common8.4%XSPI and SCHD

XSPI

SCHD

NEOS Boosted S&P 500 High Income ETF · $136MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.98%Expense ratio$98 · $6 on $10k · lower wins0.06%

15.00%12-mo yield$1,500 · $298 on $10k2.98%

[…]Worst dropSmaller wins−6.9%

[…]VolatilityLower wins11.7%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsXSPI · SCHD

0.6%CVX3.9%

0.6%PG4.4%

0.6%KO4.2%

0.6%UNH3.9%

Held in common8.4%

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	AXSPI	NEOS Boosted S&P 500 High Income ETFRead Desk		0.98%	15.00%	−5.1%	new	new	new	new	[…]	$136M

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	AXSPI	NEOS Boosted S&P 500 High Income ETFRead Desk		0.98%	15.00%	−5.1%	new	new	new	new	[…]	$136M

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

XSPI vs SCHD

XSPI

NEOS Boosted S&P 500 High Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureXSPISCHD

Fee0.98%0.06%

Cost on $10k a year$98$6

Yield15.00%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.7%

1–1measures won
level

8.4%

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: XSPI, SCHD

Today

8.4%most shared, XSPI and SCHD

XSPISCHD

XSPI—8.4%

SCHD8.4%—

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

Income After Fees on $10,000

$1,402most kept, XSPI

XSPI$1,500 − $98 = $1,402

SCHD$298 − $6 = $292

KeptFee

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