XTR vs SCHD

AXTR

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · XTR $15,348

Lowest cost0.06%SCHD · $6 on $10k

Most income16.48%XTR · $1,648 on $10k

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

Held in common8.5%XTR and SCHD

XTR

SCHD

Global X S&P 500 Tail Risk ETF · $5MSchwab U.S. Dividend Equity ETF · $121B

+19.5%3 years · per year$17,048 · $17,784+21.2%

+8.9%5 years · per year$15,348 · $16,352+10.3%

0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%

16.48%12-mo yield$1,648 · $297 on $10k2.97%

−8.5%Worst dropSmaller wins−6.9%

11.7%VolatilityLower wins11.4%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTR · SCHD

0.7%CVX4.2%

0.6%PG4.3%

0.6%MRK3.8%

0.6%KO4.2%

Held in common8.5%

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.48%	+0.2%	+8.0%	+7.7%	+19.5%	+8.9%	−8.5%	$5M

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.48%	+0.2%	+8.0%	+7.7%	+19.5%	+8.9%	−8.5%	$5M

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

Cards for this view

XTR vs SCHD

XTR

Global X S&P 500 Tail Risk

$15,348

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureXTRSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield16.48%2.97%

5 years, per year+8.9%+10.3%

3 years, per year+19.5%+21.2%

Worst drop · 1Y−8.5%−6.9%

Volatility · 1Y11.7%11.4%

5–1measures won
SCHD first

8.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XTR, SCHD

Today

8.5%most shared, XTR and SCHD

XTRSCHD

XTR—8.5%

SCHD8.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,623most kept, XTR

XTR$1,648 − $25 = $1,623

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee