XYLD vs SCHD

AXYLD

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.04%VIG · $4 on $10k

Most income10.33%XYLD · $1,033 on $10k

Smallest drop−5.3%XYLD · worst fall in 1Y

Held in common8.5%XYLD and SCHD

XYLD

SCHD

Global X - S&P 500 Covered Call ETF · $3.3BSchwab U.S. Dividend Equity ETF · $121B

+14.8%3 years · per year$15,127 · $17,784+21.2%

+7.2%5 years · per year$14,171 · $16,352+10.3%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

10.33%12-mo yield$1,033 · $297 on $10k2.97%

−5.3%Worst dropSmaller wins−6.9%

7.0%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXYLD · SCHD

0.7%CVX4.2%

0.6%PG4.3%

0.6%MRK3.8%

0.6%UNH3.9%

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	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
3	AXYLD	Global X - S&P 500 Covered Call ETFRead Desk	0.60%	10.33%	+0.3%	+10.1%	+14.4%	+14.8%	+7.2%	−5.3%	$3.3B

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	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
3	AXYLD	Global X - S&P 500 Covered Call ETFRead Desk	0.60%	10.33%	+0.3%	+10.1%	+14.4%	+14.8%	+7.2%	−5.3%	$3.3B

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

XYLD vs SCHD

XYLD

Global X - S&P 500 Covered Call

$14,171

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureXYLDSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield10.33%2.97%

5 years, per year+7.2%+10.3%

3 years, per year+14.8%+21.2%

Worst drop · 1Y−5.3%−6.9%

Volatility · 1Y7.0%11.4%

3–3measures won
level

8.5%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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: XYLD, SCHD, VIG

Today

42.6%most shared, XYLD and VIG

XYLDSCHDVIG

XYLD—8.5%42.6%

SCHD8.5%—14.5%

VIG42.6%14.5%—

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

Income After Fees on $10,000

$973most kept, XYLD

XYLD$1,033 − $60 = $973

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

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