Compare · 3 funds side by side · dividends reinvested

VYM, XLE and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,404XLE · best of the three

02 / 04

VYM, XLE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.9

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B2.0

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: VYM 2006 · XLE 1998 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$17,002

VYM

XLE

State Street Energy Select Sector SPDR ETF · $44.1B$25,404

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

VYMMeasureXLE

+13.3%Year to dateJan 1 → Nov 5+40.6%

+17.7%1 yearTotal return+45.4%

+20.0%3 years · per year$10,000 became $17,266 · $15,905+16.7%

+11.2%5 years · per year$10,000 became $17,002 · $25,404+20.5%

0.04%Expense ratio$4 · $8 a year on $10k · lower is better0.08%

2.30%Trailing 12-mo yield$230 · $247 a year on $10k2.47%

−6.7%Worst dropSmaller is better−15.0%

10.6%VolatilityLower is calmer23.3%

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

4–4Level

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

More Ways to See the Pairs

VYM vs XLE: Top 5 Holdings

Today

VYM

18.2%in top 5

XLE

in top 559.2%

VYMStockXLE

2.8%XOM24.3%

not top 5CVX18.6%

not top 5COP7.1%

6.9%AVGOnot top 5

not top 5PSX4.6%

not top 5MPC4.5%

3.8%JPMnot top 5

2.7%JNJnot top 5

2.0%ABBVnot top 5

Held in common9.3%

End-of-day Nov 5, 2026 · share of each fund

VYM vs XLE Returns, Every Period

VanguardVYM

+11.2%

5 years, per year

XLESPDR

+20.5%

5 years, per year

VYMXLEFaded: behind in that period

1–3XLE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VYM vs SCHD

YTD

VanguardVYM

+13.3%

SCHDSchwab

+32.3%

+13.3%Year to date+32.3%

−6.7%Worst drop · 1Y−6.9%

10.6%Volatility · 1Y11.7%

2.3%Yield3.0%

$78.9BAssets$123B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VYM, XLE, SCHD

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

XLE0.08%$8

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VYM, XLE, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

XLE2.47%$247

VYM2.30%$230

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

XLE$247 − $8 = $239

VYM$230 − $4 = $226

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VYM, XLE, SCHD

Today

21.9%most shared, VYM and SCHD

VYMXLESCHD

VYM—9.3%21.9%

XLE9.3%—14.2%

SCHD21.9%14.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

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 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDXLE

+32.3%Year to date+40.6%

3.0%Yield2.5%

+38.7%Past year+45.4%

0.06%Fee0.08%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026