Compare · 3 funds side by side · dividends reinvested

PEXL, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

PEXL, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.1

Pacer US Export Leaders ETFUS Stock Styles · Large cap0.60%0.39%+9.2%+15.0%+20.2%+9.1%−12.2%21.1%$49M2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: PEXL 2018 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Pacer US Export Leaders ETF · $49M$15,447

PEXL

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 16.1% in common

PEXLMeasureSCHD

+9.2%Year to dateJan 1 → Nov 6+31.4%

+15.0%1 yearTotal return+37.0%

+20.2%3 years · per year$10,000 became $17,378 · $17,266+20.0%

+9.1%5 years · per year$10,000 became $15,447 · $16,267+10.2%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

0.39%Trailing 12-mo yield$39 · $300 a year on $10k3.00%

−12.2%Worst dropSmaller is better−6.9%

21.1%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PEXL vs SCHD: Top 5 Holdings

Today

PEXL

24.4%in top 5

SCHD

in top 521.4%

PEXLStockSCHD

5.9%MSFTnot top 5

5.6%AAPLnot top 5

not top 5PG4.5%

4.4%AVGOnot top 5

not top 5HD4.3%

not top 5TXN4.3%

4.2%KO4.3%

4.3%AMDnot top 5

not top 5AMGN4.1%

Held in common16.1%

End-of-day Nov 6, 2026 · share of each fund

PEXL vs SCHD Returns, Every Period

PacerPEXL

+9.1%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

PEXLSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: PEXL vs SCHD

YTD

PacerPEXL

+9.2%

SCHDSchwab

+31.4%

+9.2%Year to date+31.4%

−12.2%Worst drop · 1Y−6.9%

21.1%Volatility · 1Y11.7%

0.4%Yield3.0%

$49.1MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PEXL, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

PEXL0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PEXL, SCHD, VUG

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VUG0.42%$42

PEXL0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VUG$42 − $3 = $39

PEXL$39 − $60 = −$21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PEXL, SCHD, VUG

Today

29.5%most shared, PEXL and VUG

PEXLSCHDVUG

PEXL—16.1%29.5%

SCHD16.1%—0.8%

VUG29.5%0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VUGWorst drop−15.1%19.0% vol

PEXLWorst drop−12.2%21.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDPEXL

+31.4%Year to date+9.2%

3.0%Yield0.4%

+37.0%Past year+15.0%

0.06%Fee0.60%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026