Compare · 3 funds side by side · dividends reinvested

BBC, SCHD and XLK

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,984XLK · best of the three

02 / 04

BBC, SCHD and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.49%+19.1%+18.8%+27.0%+17.1%−19.6%28.6%$110B2.1

Virtus Biotech Clinical Trials ETFSectors · Health care0.65%1.46%+16.7%+52.4%+36.2%+0.2%−30.2%38.8%$28M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: BBC 2014 · SCHD 2011 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Biotech Clinical Trials ETF · $28M$10,101

BBC

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BBCMeasureSCHD

+16.7%Year to dateJan 1 → Nov 9+33.2%

+52.4%1 yearTotal return+39.1%

+36.2%3 years · per year$10,000 became $25,261 · $17,123+19.6%

+0.2%5 years · per year$10,000 became $10,101 · $16,459+10.5%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

1.46%Trailing 12-mo yield$146 · $296 a year on $10k2.96%

−30.2%Worst dropSmaller is better−6.9%

38.8%VolatilityLower is calmer11.8%

BBCSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BBC vs SCHD: Top 5 Holdings

Today

BBC

10.2%in top 5

SCHD

in top 521.4%

BBCStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

2.3%KODnot top 5

2.2%XNCRnot top 5

2.1%TRAXnot top 5

1.9%REPLnot top 5

1.8%ABCLnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

BBC vs SCHD Returns, Every Period

VirtusBBC

+0.2%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

BBCSCHDFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Income: BBC vs SCHD

YTD

VirtusBBC

+16.7%

SCHDSchwab

+33.2%

+16.7%Year to date+33.2%

−30.2%Worst drop · 1Y−6.9%

38.8%Volatility · 1Y11.8%

1.5%Yield3.0%

$28.0MAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBC, SCHD, XLK

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLK0.08%$8

BBC0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BBC, SCHD, XLK

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

BBC1.46%$146

XLK0.49%$49

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

BBC$146 − $65 = $81

XLK$49 − $8 = $41

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BBC, SCHD, XLK

Today

3.9%most shared, SCHD and XLK

BBCSCHDXLK

BBC—0.0%0.0%

SCHD0.0%—3.9%

XLK0.0%3.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+52.4%BBC, at 38.8% volatility

SCHDWorst drop−6.9%11.8% vol

XLKWorst drop−19.6%28.6% vol

BBCWorst drop−30.2%38.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDXLK

+33.2%Year to date+19.1%

3.0%Yield0.5%

+39.1%Past year+18.8%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026