XT vs SCHD

AXT

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · XT $14,535

Lowest cost0.06%SCHD · $6 on $10k

Most income6.75%XT · $675 on $10k

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

Held in common8.6%XT and SCHD

SCHD

iShares Future Exponential Technologies ETF · $4.0BSchwab U.S. Dividend Equity ETF · $121B

+23.9%3 years · per year$19,025 · $17,908+21.4%

+7.8%5 years · per year$14,535 · $16,881+11.0%

0.46%Expense ratio$46 · $6 on $10k · lower wins0.06%

6.75%12-mo yield$675 · $291 on $10k2.91%

−10.4%Worst dropSmaller wins−6.9%

17.8%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXT · SCHD

4.7%TXN4.8%

1.7%MRK3.7%

1.2%AMGN4.1%

0.6%BMY3.0%

Held in common8.6%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AXT	iShares Future Exponential Technologies ETFRead Desk		0.46%	6.75%	+1.0%	+21.4%	+20.8%	+23.9%	+7.8%	−10.4%	$4.0B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AXT	iShares Future Exponential Technologies ETFRead Desk		0.46%	6.75%	+1.0%	+21.4%	+20.8%	+23.9%	+7.8%	−10.4%	$4.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XT vs SCHD

iShares Future Exponential Technologies

$14,535

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureXTSCHD

Fee0.46%0.06%

Cost on $10k a year$46$6

Yield6.75%2.91%

5 years, per year+7.8%+11.0%

3 years, per year+23.9%+21.4%

Worst drop · 1Y−10.4%−6.9%

Volatility · 1Y17.8%11.5%

4–2measures won
SCHD first

8.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XT, SCHD

Today

8.6%most shared, XT and SCHD

XTSCHD

XT—8.6%

SCHD8.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$629most kept, XT

XT$675 − $46 = $629

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee