Compare · 3 funds side by side · dividends reinvested

SCHD, VIG and XLE

SCHDSchwab×VIGVanguard×XLESPDR×
$5k$10k$15k$20k$25k$30kLow $9,880 · 2021XLE$25,568SCHD$16,267VIG$16,243Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three
02 / 04

SCHD, VIG 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%$42.0B2.1
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.3
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · VIG 2006 · XLE 1998
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Head to Head

5Y
Schwab U.S. Dividend Equity ETF · $120B$16,267
SCHD
VIG
Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

SCHDMeasureVIG
+31.4%Year to dateJan 1 → Nov 6+12.1%
+37.0%1 yearTotal return+14.3%
+20.0%3 years · per year$10,000 became $17,266 · $16,669+18.6%
+10.2%5 years · per year$10,000 became $16,267 · $16,243+10.2%
0.06%Expense ratio$6 · $4 a year on $10k · lower is better0.04%
3.00%Trailing 12-mo yield$300 · $150 a year on $10k1.50%
−6.9%Worst dropSmaller is better−7.9%
11.7%VolatilityLower is calmer10.8%
SCHDVIG Winner of the row, in its colourEach row: the bigger of the two fills its side
5–2SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

SCHD vs VIG: Top 5 Holdings

Today
21.4%in top 5
VIG
in top 522.1%
SCHDStockVIG
not top 5MSFT4.9%
not top 5AAPL4.9%
4.5%PGnot top 5
4.3%HDnot top 5
not top 5AVGO4.3%
4.3%TXNnot top 5
4.3%KOnot top 5
not top 5LLY4.1%
4.1%AMGNnot top 5
not top 5JPM3.9%
Held in common14.5%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SCHD vs VIG Returns, Every Period

5Y
SchwabSCHD
+10.2%
5 years, per year
VIGVanguard
+10.2%
5 years, per year
0%+10%+20%+30%+40%+31.4%+12.1%YTD+37.0%+14.3%1 year+20.0%+18.6%3 yrs · yr+10.2%+10.2%5 yrs · yr
SCHDVIGFaded: behind in that period
3–0SCHD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Sector: SCHD vs XLE

YTD
SchwabSCHD
+31.4%
XLESPDR
+40.6%
Jan 1Nov 6+31.4%+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
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SCHD, VIG, XLE

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
SCHD0.06%$6
XLE0.08%$8
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SCHD, VIG, XLE

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
XLE2.47%$247
VIG1.50%$150
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
XLE$247 − $8 = $239
VIG$150 − $4 = $146
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SCHD, VIG, XLE

Today
14.5%most shared, SCHD and VIG
SCHDVIGXLE
SCHD—14.5%14.2%
VIG14.5%—3.5%
XLE14.2%3.5%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+45.0%XLE, at 23.3% volatility
0%+20%+40%+60%5%10%15%20%25%30%Volatility · 1 year → bumpierXLE +45.0%SCHD +37.0%VIG +14.3%
VIGWorst drop−7.9%10.8% vol
SCHDWorst drop−6.9%11.7% vol
XLEWorst drop−15.0%23.3% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+31.4%+40.6%
+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
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

DGRO vs VIG

YTD
iSharesDGRO
+16.6%
VIGVanguard
+12.1%
Jan 1Nov 6+16.6%+12.1%
+16.6%Year to date+12.1%
1.9%Yield1.5%
$44.9BAssets$109B
2–0DGRO wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

XLE vs VDE

YTD
SPDRXLE
+40.6%
VDEVanguard
+38.6%
Jan 1Nov 6+40.6%+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
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com