Compare · 4 funds side by side · dividends reinvested

MDEV, SCHD, XLE and XLF

MDEVFirst Trust×SCHDSchwab×XLESPDR×XLFSPDR×

02 / 04

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$26,316XLE · best of the four

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

Story of the four · RiskSmallest drop

MDEV, SCHD, XLE and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.5

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.5%+44.3%+17.6%+21.4%−15.0%23.3%$40.7B2.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$53.6B2.5

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+8.7%+10.4%+10.2%−2.6%−18.2%17.5%$3M3.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: MDEV 2021 · SCHD 2011 · XLE 1998 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Indxx Medical Devices ETF · $3M$8,751

MDEV

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MDEV vs SCHD: Top 5 Holdings

Today

MDEV

11.5%in top 5

SCHD

in top 521.7%

MDEVStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: MDEV, SCHD, XLE, XLF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLE0.08%$8

XLF0.08%$8

MDEV0.70%$70

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

XLE vs VDE

YTD

SPDRXLE

+44.5%

VDEVanguard

+42.6%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

MDEVMeasureSCHD

+8.7%Year to dateJan 1 → Nov 11+34.6%

+10.4%1 yearTotal return+39.3%

+10.2%3 years · per year$10,000 became $13,384 · $17,234+19.9%

−2.6%5 years · per year$10,000 became $8,751 · $16,418+10.4%

0.70%Expense ratio$70 · $6 a year on $10k · lower is better0.06%

0.10%Trailing 12-mo yield$10 · $293 a year on $10k2.93%

−18.2%Worst dropSmaller is better−6.9%

17.5%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.4%GEHCnot top 5

2.3%TFXnot top 5

2.3%PHIA.ASnot top 5

2.3%EWnot top 5

2.3%ALGNnot top 5

Held in common2.1%

End-of-day Nov 11, 2026 · share of each fund

MDEV vs SCHD Returns, Every Period

5Y

First TrustMDEV

−2.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

MDEVSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Sector vs Income: MDEV vs SCHD

YTD

First TrustMDEV

+8.7%

SCHDSchwab

+34.6%

+8.7%Year to date+34.6%

−18.2%Worst drop · 1Y−6.9%

17.5%Volatility · 1Y11.8%

0.1%Yield2.9%

$3.5MAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: MDEV, SCHD, XLE, XLF

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

XLE2.40%$240

XLF1.41%$141

MDEV0.10%$10

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

XLE$240 − $8 = $232

XLF$141 − $8 = $133

MDEV$10 − $70 = −$60

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: MDEV, SCHD, XLE, XLF

Today

14.1%most shared, SCHD and XLE

MDEVSCHDXLEXLF

MDEV—2.1%0.0%0.0%

SCHD2.1%—14.1%3.4%

XLE0.0%14.1%—0.0%

XLF0.0%3.4%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+44.3%XLE, at 23.3% volatility

SCHDWorst drop−6.9%11.8% vol

XLFWorst drop−14.8%15.3% vol

MDEVWorst drop−18.2%17.5% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDXLE

+34.6%Year to date+44.5%

2.9%Yield2.4%

+39.3%Past year+44.3%

0.06%Fee0.08%

2–2level

End-of-day Nov 11, 2026

+44.5%Year to date+42.6%

2.4%Yield2.3%

$40.7BAssets$10.4B

2–0XLE wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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MDEV, SCHD, XLE and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four