Compare · 3 funds side by side · dividends reinvested

SCHD, XLE and VYM

SCHDSchwab×XLESPDR×VYMVanguard×
$5k$10k$15k$20k$25k$30kLow $9,880 · 2021XLE$25,568VYM$16,941SCHD$16,267Oct 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, XLE and VYM, 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%$120B1.9
Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B2.0
State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B2.1
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 · XLE 1998 · VYM 2006
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Head to Head

5Y
Schwab U.S. Dividend Equity ETF · $120B$16,267
SCHD
XLE
State Street Energy Select Sector SPDR ETF · $40.5B$25,568

$10,000 five years ago, dividends reinvested · they hold 14.2% in common

SCHDMeasureXLE
+31.4%Year to dateJan 1 → Nov 6+40.6%
+37.0%1 yearTotal return+45.0%
+20.0%3 years · per year$10,000 became $17,266 · $15,939+16.8%
+10.2%5 years · per year$10,000 became $16,267 · $25,568+20.7%
0.06%Expense ratio$6 · $8 a year on $10k · lower is better0.08%
3.00%Trailing 12-mo yield$300 · $247 a year on $10k2.47%
−6.9%Worst dropSmaller is better−15.0%
11.7%VolatilityLower is calmer23.3%
SCHDXLE Winner of the row, in its colourEach row: the bigger of the two fills its side
5–3SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

SCHD vs XLE: Top 5 Holdings

Today
21.4%in top 5
XLE
in top 559.5%
SCHDStockXLE
not top 5XOM24.4%
not top 5CVX18.8%
not top 5COP7.3%
not top 5PSX4.5%
not top 5MPC4.5%
4.5%PGnot top 5
4.3%HDnot top 5
4.3%TXNnot top 5
4.3%KOnot top 5
4.1%AMGNnot top 5
Held in common14.2%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SCHD vs XLE Returns, Every Period

5Y
SchwabSCHD
+10.2%
5 years, per year
XLESPDR
+20.7%
5 years, per year
0%+10%+20%+30%+40%+50%+31.4%+40.6%YTD+37.0%+45.0%1 year+20.0%+16.8%3 yrs · yr+10.2%+20.7%5 yrs · yr
SCHDXLEFaded: behind in that period
1–3XLE 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$40.5B
3–1SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SCHD, XLE, VYM

Today
0.04%lowest, VYM
FundExpense ratioFee$10k
VYM0.04%$4
SCHD0.06%$6
XLE0.08%$8
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SCHD, XLE, VYM

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
XLE2.47%$247
VYM2.31%$231
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
VYM$231 − $4 = $227
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SCHD, XLE, VYM

Today
21.9%most shared, SCHD and VYM
SCHDXLEVYM
SCHD—14.2%21.9%
XLE14.2%—9.3%
VYM21.9%9.3%—
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%VYM +16.5%
VYMWorst drop−6.7%10.6% 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

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD 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%
$40.5BAssets$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%
$40.7BAssets$45.2B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com