Compare · 3 funds side by side · dividends reinvested

STOX, XYLD and SCHD

STOXHorizon Funds×XYLDGlobal X×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

STOX, XYLD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.4

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.33%+10.2%+14.6%+13.7%+7.2%−5.3%8.3%$3.3B1.9

Horizon Funds - Horizon Core Equity ETFIncome · Covered calls0.70%0.17%+11.6%+14.7%[…][…]−9.3%13.9%$234M2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: STOX 2025 · XYLD 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Funds - Horizon Core Equity ETF · $234M[…]

STOX

XYLD

Global X - S&P 500 Covered Call ETF · $3.3B$14,139

$10,000 five years ago, dividends reinvested · they hold 52.8% in common

STOXMeasureXYLD

+11.6%Year to dateJan 1 → Nov 9+10.2%

+14.7%1 yearTotal return+14.6%

[…]3 years · per year$10,000 became […] · $14,680+13.7%

[…]5 years · per year$10,000 became […] · $14,139+7.2%

0.70%Expense ratio$70 · $60 a year on $10k · lower is better0.60%

0.17%Trailing 12-mo yield$17 · $1,033 a year on $10k10.33%

−9.3%Worst dropSmaller is better−5.3%

13.9%VolatilityLower is calmer8.3%

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

2–4XYLD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

STOX vs XYLD: Top 5 Holdings

Today

STOX

25.1%in top 5

XYLD

in top 527.8%

STOXStockXYLD

not top 5AAPL7.9%

5.8%NVDA7.1%

6.5%MAGSnot top 5

5.8%MSFT6.2%

4.6%GOOGL2.6%

not top 5AMZN4.0%

2.4%LLYnot top 5

Held in common52.8%

End-of-day Nov 9, 2026 · share of each fund

STOX vs XYLD Returns, Every Period

Horizon FundsSTOX

+14.7%

past year

XYLDGlobal X

+14.6%

past year

STOXXYLDFaded: behind in that period

2–0STOX wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

STOX vs XYLD

YTD

Horizon FundsSTOX

+11.6%

XYLDGlobal X

+10.2%

+11.6%Year to date+10.2%

−9.3%Worst drop · 1Y−5.3%

13.9%Volatility · 1Y8.3%

0.2%Yield10.3%

$234MAssets$3.3B

3–1XYLD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STOX, XYLD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XYLD0.60%$60

STOX0.70%$70

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: STOX, XYLD, SCHD

10.33%highest, XYLD

FundTrailing yieldYield$10k

XYLD10.33%$1,033

SCHD2.96%$296

STOX0.17%$17

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$973most kept, XYLD

XYLD$1,033 − $60 = $973

SCHD$296 − $6 = $290

STOX$17 − $70 = −$53

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: STOX, XYLD, SCHD

Today

52.8%most shared, STOX and XYLD

STOXXYLDSCHD

STOX—52.8%8.1%

XYLD52.8%—8.6%

SCHD8.1%8.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

XYLDWorst drop−5.3%8.3% vol

SCHDWorst drop−6.9%11.8% vol

STOXWorst drop−9.3%13.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XYLDSCHD

+10.2%Year to date+33.2%

10.3%Yield3.0%

+14.6%Past year+39.1%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026