XSW vs VYM

AXSW

BVYM

Measures won0–6VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · XSW $11,355

Lowest cost0.04%VYM · $4 on $10k

Most income2.30%VYM · $230 on $10k

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

Held in common2.0%XSW and VYM

XSW

VYM

State Street SPDR S&P Software & Services ETF · $498MVanguard High Dividend Yield ETF · $78.9B

+19.5%3 years · per year$17,060 · $17,266+20.0%

+2.6%5 years · per year$11,355 · $17,002+11.2%

0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $230 on $10k2.30%

−30.6%Worst dropSmaller wins−6.7%

31.2%VolatilityLower wins10.6%

0–6VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSW · VYM

0.8%IBM0.9%

0.5%ORCL1.0%

1.1%ACN0.5%

0.8%CTSH0.1%

Held in common2.0%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	AXSW	State Street SPDR S&P Software & Services ETFRead Desk		0.35%	0.00%	−3.4%	+8.9%	+6.9%	+19.5%	+2.6%	−30.6%	$498M

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	AXSW	State Street SPDR S&P Software & Services ETFRead Desk		0.35%	0.00%	−3.4%	+8.9%	+6.9%	+19.5%	+2.6%	−30.6%	$498M

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

XSW vs VYM

XSW

SPDR S&P Software & Services

$11,355

VYM

Vanguard High Dividend Yield

$17,002

MeasureXSWVYM

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield0.00%2.30%

5 years, per year+2.6%+11.2%

3 years, per year+19.5%+20.0%

Worst drop · 1Y−30.6%−6.7%

Volatility · 1Y31.2%10.6%

6–0measures won
VYM first

2.0%

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: XSW, VYM

Today

2.0%most shared, XSW and VYM

XSWVYM

XSW—2.0%

VYM2.0%—

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

XSW$0 − $35 = −$35

KeptFee

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