XTAP vs SCHD

AXTAP

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,585VTV · XTAP $16,577

Lowest cost0.03%VTV · $3 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−2.1%XTAP · worst fall in 1Y

Held in common0.0%XTAP and SCHD

XTAP

SCHD

Innovator U.S. Equity Accelerated Plus ETF · $19MSchwab U.S. Dividend Equity ETF · $120B

+17.9%3 years · per year$16,378 · $17,266+20.0%

+10.6%5 years · per year$16,577 · $16,267+10.2%

0.79%Expense ratio$79 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $300 on $10k3.00%

−2.1%Worst dropSmaller wins−6.9%

5.3%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXTAP · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AXTAP	Innovator U.S. Equity Accelerated Plus ETFRead Desk	0.79%	0.00%	+0.2%	+13.8%	+16.1%	+17.9%	+10.6%	−2.1%	$19M
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AXTAP	Innovator U.S. Equity Accelerated Plus ETFRead Desk	0.79%	0.00%	+0.2%	+13.8%	+16.1%	+17.9%	+10.6%	−2.1%	$19M
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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

XTAP vs SCHD

XTAP

Innovator U.S. Equity Accelerated Plus

$16,577

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureXTAPSCHD

Fee0.79%0.06%

Cost on $10k a year$79$6

Yield0.00%3.00%

5 years, per year+10.6%+10.2%

3 years, per year+17.9%+20.0%

Worst drop · 1Y−2.1%−6.9%

Volatility · 1Y5.3%11.7%

3–3measures won
level

0.0%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XTAP, SCHD, VTV

Today

17.9%most shared, SCHD and VTV

XTAPSCHDVTV

XTAP—0.0%0.0%

SCHD0.0%—17.9%

VTV0.0%17.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VTV$187 − $3 = $184

XTAP$0 − $79 = −$79

KeptFee

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