Compare · 4 funds side by side · dividends reinvested

NETL, XLE, VYM and SCHD

NETLNETL×XLESPDR×VYMVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,271XLE · best of the four

02 / 04

NETL, XLE, VYM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.1

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B2.4

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.14%+7.6%+8.6%+9.0%−0.3%−16.7%15.0%$48M3.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: NETL 2019 · XLE 1998 · VYM 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

XLE

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 14.3% in common

XLEMeasureSCHD

+41.3%Year to dateJan 1 → Nov 9+33.2%

+44.3%1 yearTotal return+39.1%

+15.9%3 years · per year$10,000 became $15,555 · $17,123+19.6%

+20.4%5 years · per year$10,000 became $25,271 · $16,459+10.5%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

2.46%Trailing 12-mo yield$246 · $296 a year on $10k2.96%

−15.0%Worst dropSmaller is better−6.9%

23.3%VolatilityLower is calmer11.8%

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

3–5SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs SCHD: Top 5 Holdings

Today

XLE

59.6%in top 5

SCHD

in top 521.4%

XLEStockSCHD

24.5%XOMnot top 5

18.8%CVXnot top 5

7.3%COPnot top 5

4.5%PSXnot top 5

not top 5PG4.4%

4.4%MPCnot top 5

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common14.3%

End-of-day Nov 9, 2026 · share of each fund

XLE vs SCHD Returns, Every Period

SPDRXLE

+20.4%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

XLESCHDFaded: behind in that period

3–1XLE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

XLE vs NETL

YTD

SPDRXLE

+41.3%

NETLNETL

+7.6%

+41.3%Year to date+7.6%

−15.0%Worst drop · 1Y−16.7%

23.3%Volatility · 1Y15.0%

2.5%Yield5.1%

$40.5BAssets$47.8M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NETL, XLE, VYM, SCHD

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

XLE0.08%$8

NETL0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: NETL, XLE, VYM, SCHD

5.14%highest, NETL

FundTrailing yieldYield$10k

NETL5.14%$514

SCHD2.96%$296

XLE2.46%$246

VYM2.26%$226

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

SCHD$296 − $6 = $290

XLE$246 − $8 = $238

VYM$226 − $4 = $222

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: NETL, XLE, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

NETLXLEVYMSCHD

NETL—0.0%0.0%0.0%

XLE0.0%—9.3%14.3%

VYM0.0%9.3%—21.9%

SCHD0.0%14.3%21.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

NETLWorst drop−16.7%15.0% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

NETLXLE

+7.6%Year to date+41.3%

5.1%Yield2.5%

+8.6%Past year+44.3%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026