Compare · 3 funds side by side · dividends reinvested

DES, SCHD and XLE

DESWisdomTree×SCHDSchwab×XLESPDR×
$5k$10k$15k$20k$25k$30kLow $9,823 · 2021XLE$25,404SCHD$16,375DES$13,859Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,404XLE · best of the three
02 / 04

DES, SCHD and XLE, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4
State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.9
WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.34%+17.4%+21.8%+15.7%+6.7%−8.7%14.6%$2.1B2.8
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: DES 2006 · SCHD 2011 · XLE 1998
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Head to Head

5Y
WisdomTree U.S. SmallCap Dividend Fund · $2.1B$13,859
DES
SCHD
Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

DESMeasureSCHD
+17.4%Year to dateJan 1 → Nov 5+32.3%
+21.8%1 yearTotal return+38.7%
+15.7%3 years · per year$10,000 became $15,487 · $17,414+20.3%
+6.7%5 years · per year$10,000 became $13,859 · $16,375+10.4%
0.38%Expense ratio$38 · $6 a year on $10k · lower is better0.06%
2.34%Trailing 12-mo yield$234 · $298 a year on $10k2.98%
−8.7%Worst dropSmaller is better−6.9%
14.6%VolatilityLower is calmer11.7%
DESSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
0–8SCHD wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

DES vs SCHD: Top 5 Holdings

Today
DES
5.5%in top 5
in top 521.7%
DESStockSCHD
not top 5TXN4.7%
not top 5PG4.4%
not top 5HD4.3%
not top 5KO4.2%
not top 5AMGN4.2%
1.2%TFSLnot top 5
1.2%PBFnot top 5
1.1%EPRnot top 5
1.1%NWEnot top 5
1.0%PTENnot top 5
Held in common1.0%
End-of-day Nov 5, 2026 · share of each fund
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DES vs SCHD Returns, Every Period

5Y
WisdomTreeDES
+6.7%
5 years, per year
SCHDSchwab
+10.4%
5 years, per year
0%+10%+20%+30%+40%+17.4%+32.3%YTD+21.8%+38.7%1 year+15.7%+20.3%3 yrs · yr+6.7%+10.4%5 yrs · yr
DESSCHDFaded: behind in that period
0–4SCHD wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

DES vs SCHD

YTD
WisdomTreeDES
+17.4%
SCHDSchwab
+32.3%
Jan 1Nov 5+17.4%+32.3%
+17.4%Year to date+32.3%
−8.7%Worst drop · 1Y−6.9%
14.6%Volatility · 1Y11.7%
2.3%Yield3.0%
$2.1BAssets$123B
4–0SCHD wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: DES, SCHD, XLE

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
XLE0.08%$8
DES0.38%$38
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: DES, SCHD, XLE

1Y
2.98%highest, SCHD
FundTrailing yieldYield$10k
SCHD2.98%$298
XLE2.47%$247
DES2.34%$234
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$292most kept, SCHD
SCHD$298 − $6 = $292
XLE$247 − $8 = $239
DES$234 − $38 = $196
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: DES, SCHD, XLE

Today
14.2%most shared, SCHD and XLE
DESSCHDXLE
DES—1.0%0.0%
SCHD1.0%—14.2%
XLE0.0%14.2%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+45.4%XLE, at 23.3% volatility
0%+20%+40%+60%5%10%15%20%25%30%Volatility · 1 year → bumpierXLE +45.4%SCHD +38.7%DES +21.8%
SCHDWorst drop−6.9%11.7% vol
DESWorst drop−8.7%14.6% vol
XLEWorst drop−15.0%23.3% vol
End-of-day Nov 5, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 5+32.3%+40.6%
+32.3%Year to date+40.6%
3.0%Yield2.5%
+38.7%Past year+45.4%
0.06%Fee0.08%
2–2level
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

XLE vs VDE

YTD
SPDRXLE
+40.6%
VDEVanguard
+38.4%
Jan 1Nov 5+40.6%+38.4%
+40.6%Year to date+38.4%
2.5%Yield2.4%
$44.1BAssets$10.4B
2–0XLE wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.1BAssets$46.1B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com