XT vs VYM

AXT

BVYM

Measures won2–4VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · XT $13,598

Lowest cost0.04%VYM · $4 on $10k

Most income7.14%XT · $714 on $10k

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

Held in common16.9%XT and VYM

VYM

iShares Future Exponential Technologies ETF · $3.8BVanguard High Dividend Yield ETF · $78.9B

+20.9%3 years · per year$17,667 · $17,107+19.6%

+6.3%5 years · per year$13,598 · $16,941+11.1%

0.46%Expense ratio$46 · $4 on $10k · lower wins0.04%

7.14%12-mo yield$714 · $231 on $10k2.31%

−10.4%Worst dropSmaller wins−6.7%

18.7%VolatilityLower wins10.6%

2–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXT · VYM

3.3%JNJ2.7%

2.6%ABBV2.0%

1.6%AVGO6.9%

1.8%MRK1.5%

Held in common16.9%

End-of-day Nov 6, 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%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AXT	iShares Future Exponential Technologies ETFRead Desk		0.46%	7.14%	+0.6%	+14.9%	+15.5%	+20.9%	+6.3%	−10.4%	$3.8B

End-of-day Nov 6, 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%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AXT	iShares Future Exponential Technologies ETFRead Desk		0.46%	7.14%	+0.6%	+14.9%	+15.5%	+20.9%	+6.3%	−10.4%	$3.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XT vs VYM

iShares Future Exponential Technologies

$13,598

VYM

Vanguard High Dividend Yield

$16,941

MeasureXTVYM

Fee0.46%0.04%

Cost on $10k a year$46$4

Yield7.14%2.31%

5 years, per year+6.3%+11.1%

3 years, per year+20.9%+19.6%

Worst drop · 1Y−10.4%−6.7%

Volatility · 1Y18.7%10.6%

4–2measures won
VYM first

16.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XT, VYM

Today

16.9%most shared, XT and VYM

XTVYM

XT—16.9%

VYM16.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$668most kept, XT

XT$714 − $46 = $668

VYM$231 − $4 = $227

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee