Compare · 3 funds side by side · dividends reinvested

RXL, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,495VIG · best of the three

02 / 04

RXL, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.0

ProShares Ultra Health CareLeveraged · 2x1.08%0.91%+35.0%+54.6%+24.3%+7.2%−21.3%32.7%$112M2.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: RXL 2007 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ProShares Ultra Health Care · $112M$14,185

RXL

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 12.1% in common

RXLMeasureSCHD

+35.0%Year to dateJan 1 → Nov 3+32.8%

+54.6%1 yearTotal return+37.6%

+24.3%3 years · per year$10,000 became $19,213 · $17,784+21.2%

+7.2%5 years · per year$10,000 became $14,185 · $16,352+10.3%

1.08%Expense ratio$108 · $6 a year on $10k · lower is better0.06%

0.91%Trailing 12-mo yield$91 · $297 a year on $10k2.97%

−21.3%Worst dropSmaller is better−6.9%

32.7%VolatilityLower is calmer11.4%

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

3–5SCHD wins

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

More Ways to See the Pairs

RXL vs SCHD: Top 5 Holdings

Today

RXL

38.0%in top 5

SCHD

in top 521.4%

RXLStockSCHD

13.3%IQMMnot top 5

10.5%LLYnot top 5

6.1%JNJnot top 5

4.7%ABBVnot top 5

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

3.4%MRKnot top 5

Held in common12.1%

End-of-day Nov 3, 2026 · share of each fund

RXL vs SCHD Returns, Every Period

ProSharesRXL

+7.2%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

RXLSCHDFaded: behind in that period

3–1RXL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: RXL vs SCHD

YTD

ProSharesRXL

+35.0%

SCHDSchwab

+32.8%

+35.0%Year to date+32.8%

−21.3%Worst drop · 1Y−6.9%

32.7%Volatility · 1Y11.4%

0.9%Yield3.0%

$112MAssets$121B

3–1SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RXL, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

RXL1.08%$108

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RXL, SCHD, VIG

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

VIG1.47%$147

RXL0.91%$91

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

RXL$91 − $108 = −$17

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RXL, SCHD, VIG

Today

18.4%most shared, RXL and VIG

RXLSCHDVIG

RXL—12.1%18.4%

SCHD12.1%—14.5%

VIG18.4%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+54.6%RXL, at 32.7% volatility

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

RXLWorst drop−21.3%32.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDRXL

+32.8%Year to date+35.0%

3.0%Yield0.9%

+37.6%Past year+54.6%

0.06%Fee1.08%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026