Compare · 3 funds side by side · dividends reinvested

ULTY, XYLD and SCHD

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

02 / 04

ULTY, 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%$122B1.5

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%$3.3B1.8

YieldMax Ultra Option Income Strategy ETFIncome · Covered calls1.40%102.52%−3.1%−9.6%[…][…]−17.3%22.7%$540M2.7

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: ULTY 2024 · XYLD 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Ultra Option Income Strategy ETF · $540M[…]

ULTY

XYLD

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

$10,000 five years ago, dividends reinvested · they hold 13.7% in common

ULTYMeasureXYLD

−3.1%Year to dateJan 1 → Nov 9+10.2%

−9.6%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%

1.40%Expense ratio$140 · $60 a year on $10k · lower is better0.60%

102.52%Trailing 12-mo yield$10,252 · $1,033 a year on $10k10.33%

−17.3%Worst dropSmaller is better−5.3%

22.7%VolatilityLower is calmer8.3%

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

1–5XYLD wins

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

More Ways to See the Pairs

ULTY vs XYLD: Top 5 Holdings

Today

ULTY

25.8%in top 5

XYLD

in top 527.8%

ULTYStockXYLD

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

5.4%ADInot top 5

5.3%BABAnot top 5

5.2%GOOGL2.6%

5.0%GDXnot top 5

4.9%SPCXnot top 5

not top 5AMZN4.0%

Held in common13.7%

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

ULTY vs XYLD Returns, Every Period

YieldMaxULTY

−9.6%

past year

XYLDGlobal X

+14.6%

past year

ULTYXYLDFaded: behind in that period

0–2XYLD wins

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

ULTY vs XYLD

YTD

YieldMaxULTY

−3.1%

XYLDGlobal X

+10.2%

−3.1%Year to date+10.2%

−17.3%Worst drop · 1Y−5.3%

22.7%Volatility · 1Y8.3%

102.5%Yield10.3%

$540MAssets$3.3B

3–1XYLD wins

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

Cost, Income and Risk

Fees: ULTY, XYLD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XYLD0.60%$60

ULTY1.40%$140

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

Yields: ULTY, XYLD, SCHD

102.52%highest, ULTY

FundTrailing yieldYield$10k

ULTY102.52%$10,252

XYLD10.33%$1,033

SCHD2.96%$296

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

Income After Fees on $10,000

$10,112most kept, ULTY

ULTY$10,252 − $140 = $10,112

XYLD$1,033 − $60 = $973

SCHD$296 − $6 = $290

KeptFee

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

Overlap: ULTY, XYLD, SCHD

Today

13.7%most shared, ULTY and XYLD

ULTYXYLDSCHD

ULTY—13.7%0.0%

XYLD13.7%—8.6%

SCHD0.0%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

ULTYWorst drop−17.3%22.7% vol

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

Paid More vs Made More

YTD

ULTYSCHD

−3.1%Year to date+33.2%

102.5%Yield3.0%

−9.6%Past year+39.1%

1.40%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%

$122BAssets$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