Compare · 2 funds side by side · dividends reinvested

HEAL and SCHD

HEALGlobal X×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

HEAL 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%$123B1.0

Global X HealthTech ETFUnsorted0.50%0.23%+6.0%−1.9%+8.3%−10.7%−27.2%23.9%$35M2.0

Rank among the two1st → 2ndFee, 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: HEAL 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X HealthTech ETF · $35M$5,689

HEAL

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

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

HEALMeasureSCHD

+6.0%Year to dateJan 1 → Nov 5+32.3%

−1.9%1 yearTotal return+38.7%

+8.3%3 years · per year$10,000 became $12,686 · $17,414+20.3%

−10.7%5 years · per year$10,000 became $5,689 · $16,375+10.4%

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

0.23%Trailing 12-mo yield$23 · $298 a year on $10k2.98%

−27.2%Worst dropSmaller is better−6.9%

23.9%VolatilityLower is calmer11.7%

HEALSCHD 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

More Ways to See the Pairs

HEAL vs SCHD: Top 5 Holdings

Today

HEAL

27.2%in top 5

SCHD

in top 521.7%

HEALStockSCHD

6.1%VEEVnot top 5

6.0%OSCRnot top 5

5.6%IQVnot top 5

4.8%DXCMnot top 5

not top 5TXN4.7%

4.7%GEHCnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.0%

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

HEAL vs SCHD Returns, Every Period

Global XHEAL

−10.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

HEALSCHDFaded: behind in that period

0–4SCHD wins

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

Unsorted vs Income: HEAL vs SCHD

YTD

Global XHEAL

+6.0%

SCHDSchwab

+32.3%

+6.0%Year to date+32.3%

−27.2%Worst drop · 1Y−6.9%

23.9%Volatility · 1Y11.7%

0.2%Yield3.0%

$35.2MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: HEAL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

HEAL0.50%$50

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

Yields: HEAL, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

HEAL0.23%$23

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

HEAL$23 − $50 = −$27

KeptFee

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

Overlap: HEAL, SCHD

Today

0.0%most shared, HEAL and SCHD

HEALSCHD

HEAL—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

HEALWorst drop−27.2%23.9% vol

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

Paid More vs Made More

YTD

SCHDHEAL

+32.3%Year to date+6.0%

3.0%Yield0.2%

+38.7%Past year−1.9%

0.06%Fee0.50%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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