Compare · 3 funds side by side · dividends reinvested

SCHD, VGT and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

SCHD, VGT and XLE, 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%$120B1.6

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.8

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B2.6

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: SCHD 2011 · VGT 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

VGT

Vanguard Information Technology ETF · $155B$20,649

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

SCHDMeasureVGT

+31.4%Year to dateJan 1 → Nov 6+15.6%

+37.0%1 yearTotal return+12.1%

+20.0%3 years · per year$10,000 became $17,266 · $21,289+28.6%

+10.2%5 years · per year$10,000 became $16,267 · $20,649+15.6%

0.06%Expense ratio$6 · $9 a year on $10k · lower is better0.09%

3.00%Trailing 12-mo yield$300 · $44 a year on $10k0.44%

−6.9%Worst dropSmaller is better−17.5%

11.7%VolatilityLower is calmer26.5%

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

6–2SCHD wins

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

More Ways to See the Pairs

SCHD vs VGT: Top 5 Holdings

Today

SCHD

21.4%in top 5

VGT

in top 553.2%

SCHDStockVGT

not top 5NVDA17.6%

not top 5AAPL15.9%

not top 5MSFT11.2%

4.5%PGnot top 5

not top 5MU4.5%

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

not top 5AVGO4.1%

4.1%AMGNnot top 5

Held in common2.2%

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

SCHD vs VGT Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

VGTVanguard

+15.6%

5 years, per year

SCHDVGTFaded: behind in that period

2–2Level

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

Income vs Sector: SCHD vs XLE

YTD

SchwabSCHD

+31.4%

XLESPDR

+40.6%

+31.4%Year to date+40.6%

−6.9%Worst drop · 1Y−15.0%

11.7%Volatility · 1Y23.3%

3.0%Yield2.5%

$120BAssets$42.0B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, VGT, XLE

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLE0.08%$8

VGT0.09%$9

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

Yields: SCHD, VGT, XLE

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

XLE2.47%$247

VGT0.44%$44

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

XLE$247 − $8 = $239

VGT$44 − $9 = $35

KeptFee

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

Overlap: SCHD, VGT, XLE

Today

14.2%most shared, SCHD and XLE

SCHDVGTXLE

SCHD—2.2%14.2%

VGT2.2%—0.0%

XLE14.2%0.0%—

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

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

SCHDWorst drop−6.9%11.7% vol

XLEWorst drop−15.0%23.3% vol

VGTWorst drop−17.5%26.5% vol

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

Paid More vs Made More

YTD

SCHDXLE

+31.4%Year to date+40.6%

3.0%Yield2.5%

+37.0%Past year+45.0%

0.06%Fee0.08%

2–2level

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

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026