Compare · 3 funds side by side · dividends reinvested

GLDI, XYLD and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,985GLDI · best of the three

02 / 04

GLDI, XYLD and SCHD, 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%$123B1.6

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.59%+7.5%+11.7%+13.3%+6.7%−5.3%8.0%$3.3B2.0

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Income · Covered calls0.65%27.76%−2.5%+5.5%+17.8%+11.2%−16.0%18.6%$176M2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: GLDI 2013 · XYLD 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033 · $176M$16,985

GLDI

XYLD

Global X - S&P 500 Covered Call ETF · $3.3B$13,806

$10,000 five years ago, dividends reinvested

GLDIMeasureXYLD

−2.5%Year to dateJan 1 → Nov 5+7.5%

+5.5%1 yearTotal return+11.7%

+17.8%3 years · per year$10,000 became $16,336 · $14,532+13.3%

+11.2%5 years · per year$10,000 became $16,985 · $13,806+6.7%

0.65%Expense ratio$65 · $60 a year on $10k · lower is better0.60%

27.76%Trailing 12-mo yield$2,776 · $1,059 a year on $10k10.59%

−16.0%Worst dropSmaller is better−5.3%

18.6%VolatilityLower is calmer8.0%

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

3–5XYLD wins

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

More Ways to See the Pairs

GLDI vs XYLD: Top 5 Holdings

Today

GLDI

[…]in top 5

XYLD

in top 528.0%

GLDIStockXYLD

not top 5AAPL7.8%

not top 5NVDA7.4%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

GLDI vs XYLD Returns, Every Period

ETRACSGLDI

+11.2%

5 years, per year

XYLDGlobal X

+6.7%

5 years, per year

GLDIXYLDFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

GLDI vs XYLD

YTD

ETRACSGLDI

−2.5%

XYLDGlobal X

+7.5%

−2.5%Year to date+7.5%

−16.0%Worst drop · 1Y−5.3%

18.6%Volatility · 1Y8.0%

27.8%Yield10.6%

$176MAssets$3.3B

3–1XYLD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GLDI, XYLD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XYLD0.60%$60

GLDI0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: GLDI, XYLD, SCHD

27.76%highest, GLDI

FundTrailing yieldYield$10k

GLDI27.76%$2,776

XYLD10.59%$1,059

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,711most kept, GLDI

GLDI$2,776 − $65 = $2,711

XYLD$1,059 − $60 = $999

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: GLDI, XYLD, SCHD

Today

8.5%most shared, XYLD and SCHD

GLDIXYLDSCHD

GLDI—[…][…]

XYLD[…]—8.5%

SCHD[…]8.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

XYLDWorst drop−5.3%8.0% vol

SCHDWorst drop−6.9%11.7% vol

GLDIWorst drop−16.0%18.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

GLDISCHD

−2.5%Year to date+32.3%

27.8%Yield3.0%

+5.5%Past year+38.7%

0.65%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026