Compare · 3 funds side by side · dividends reinvested

DES, XLF and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

DES, XLF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.1

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.30%+19.3%+21.1%+14.7%+6.4%−8.7%14.7%$2.1B2.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.2B2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: DES 2006 · XLF 1998 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree U.S. SmallCap Dividend Fund · $2.1B$13,639

DES

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$15,861

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

DESMeasure

More Ways to See the Pairs

DES vs XLF: Top 5 Holdings

Today

DES

5.5%in top 5

XLF

in top 543.6%

DESStockXLF

not top 5BRK-B13.3%

not top 5JPM11.1%

not top 5V8.8%

not top 5MA6.5%

not top 5BAC4.0%

Cost, Income and Risk

Fees: DES, XLF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLF0.08%$8

DES0.38%$38

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DES, XLF, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

XLF

+19.3%Year to dateJan 1 → Nov 12+7.6%

+21.1%1 yearTotal return+11.1%

+14.7%3 years · per year$10,000 became $15,110 · $18,140+22.0%

+6.4%5 years · per year$10,000 became $13,639 · $15,861+9.7%

0.38%Expense ratio$38 · $8 a year on $10k · lower is better0.08%

2.30%Trailing 12-mo yield$230 · $142 a year on $10k1.42%

−8.7%Worst dropSmaller is better−14.8%

14.7%VolatilityLower is calmer15.3%

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

5–3DES wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.2%TFSLnot top 5

1.2%EPRnot top 5

1.1%NWEnot top 5

1.0%PBFnot top 5

1.0%SONnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

DES vs XLF Returns, Every Period

5Y

WisdomTreeDES

+6.4%

5 years, per year

XLFSPDR

+9.7%

5 years, per year

DESXLFFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DES vs SCHD

YTD

WisdomTreeDES

+19.3%

SCHDSchwab

+34.2%

+19.3%Year to date+34.2%

−8.7%Worst drop · 1Y−6.9%

14.7%Volatility · 1Y11.7%

2.3%Yield2.9%

$2.1BAssets$124B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

DES2.30%$230

XLF1.42%$142

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

DES$230 − $38 = $192

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DES, XLF, SCHD

Today

3.4%most shared, XLF and SCHD

DESXLFSCHD

DES—0.0%1.0%

XLF0.0%—3.4%

SCHD1.0%3.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

DESWorst drop−8.7%14.7% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDES

+34.2%Year to date+19.3%

2.9%Yield2.3%

+36.8%Past year+21.1%

0.06%Fee0.38%

4–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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DES, XLF and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three