Compare · 2 funds side by side · dividends reinvested

XCLR and SCHB

XCLRGlobal X×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,894SCHB · best of the two

02 / 04

XCLR and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.4

Global X - S&P 500 Collar 95-110 ETFUS Stock Styles · Large cap0.25%12.48%+5.2%+6.7%+15.0%+8.0%−8.3%8.7%$4M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: XCLR 2021 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Global X - S&P 500 Collar 95-110 ETF · $4M$14,709

XCLR

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested

XCLRMeasureSCHB

+5.2%Year to dateJan 1 → Nov 3+11.6%

+6.7%1 yearTotal return+11.7%

+15.0%3 years · per year$10,000 became $15,215 · $18,993+23.8%

+8.0%5 years · per year$10,000 became $14,709 · $16,894+11.1%

0.25%Expense ratio$25 · $3 a year on $10k · lower is better0.03%

12.48%Trailing 12-mo yield$1,248 · $106 a year on $10k1.06%

−8.3%Worst dropSmaller is better−8.9%

8.7%VolatilityLower is calmer13.1%

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

3–5SCHB wins

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

More Ways to See the Pairs

XCLR vs SCHB: Top 5 Holdings

Today

XCLR

[…]in top 5

SCHB

in top 524.2%

XCLRStockSCHB

not top 5AAPL6.8%

not top 5NVDA6.7%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.2%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

XCLR vs SCHB Returns, Every Period

Global XXCLR

+8.0%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

XCLRSCHBFaded: behind in that period

0–4SCHB wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

XCLR vs SCHB

YTD

Global XXCLR

+5.2%

SCHBSchwab

+11.6%

+5.2%Year to date+11.6%

−8.3%Worst drop · 1Y−8.9%

8.7%Volatility · 1Y13.1%

12.5%Yield1.1%

$4.2MAssets$44.0B

3–1XCLR wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XCLR, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

XCLR0.25%$25

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XCLR, SCHB

12.48%highest, XCLR

FundTrailing yieldYield$10k

XCLR12.48%$1,248

SCHB1.06%$106

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,223most kept, XCLR

XCLR$1,248 − $25 = $1,223

SCHB$106 − $3 = $103

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XCLR, SCHB

Today

[…]holdings […]

XCLRSCHB

XCLR—[…]

SCHB[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.7%SCHB, at 13.1% volatility

XCLRWorst drop−8.3%8.7% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XCLRSCHB

+5.2%Year to date+11.6%

12.5%Yield1.1%

+6.7%Past year+11.7%

0.25%Fee0.03%

3–1SCHB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026