Compare · 3 funds side by side · dividends reinvested

XCLR, SCHB and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,377SCHB · best of the three

02 / 04

XCLR, SCHB and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.09%+8.8%+9.7%+21.6%+10.4%−8.9%13.8%$43.2B1.9

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.0

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%$4M2.1

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: XCLR 2021 · SCHB 2009 · IJH 2000

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 · $43.2B$16,377

$10,000 five years ago, dividends reinvested

XCLRMeasureSCHB

+5.2%Year to dateJan 1 → Nov 6+8.8%

+6.7%1 yearTotal return+9.7%

+15.0%3 years · per year$10,000 became $15,215 · $17,991+21.6%

+8.0%5 years · per year$10,000 became $14,709 · $16,377+10.4%

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

12.48%Trailing 12-mo yield$1,248 · $109 a year on $10k1.09%

−8.3%Worst dropSmaller is better−8.9%

8.7%VolatilityLower is calmer13.8%

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

3–5SCHB wins

End-of-day Nov 6, 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 524.8%

XCLRStockSCHB

not top 5AAPL7.1%

not top 5NVDA6.2%

not top 5MSFT5.6%

not top 5AMZN3.6%

not top 5GOOGL2.3%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

XCLR vs SCHB Returns, Every Period

Global XXCLR

+8.0%

5 years, per year

SCHBSchwab

+10.4%

5 years, per year

XCLRSCHBFaded: behind in that period

0–4SCHB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XCLR vs IJH

YTD

Global XXCLR

+5.2%

IJHiShares

+9.5%

+5.2%Year to date+9.5%

−8.3%Worst drop · 1Y−8.8%

8.7%Volatility · 1Y15.5%

12.5%Yield1.3%

$4.2MAssets$121B

3–1XCLR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XCLR, SCHB, IJH

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

IJH0.05%$5

XCLR0.25%$25

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XCLR, SCHB, IJH

12.48%highest, XCLR

FundTrailing yieldYield$10k

XCLR12.48%$1,248

IJH1.25%$125

SCHB1.09%$109

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,223most kept, XCLR

XCLR$1,248 − $25 = $1,223

IJH$125 − $5 = $120

SCHB$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XCLR, SCHB, IJH

Today

4.7%most shared, SCHB and IJH

XCLRSCHBIJH

XCLR—[…][…]

SCHB[…]—4.7%

IJH[…]4.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.9%IJH, at 15.5% volatility

XCLRWorst drop−8.3%8.7% vol

SCHBWorst drop−8.9%13.8% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XCLRIJH

+5.2%Year to date+9.5%

12.5%Yield1.3%

+6.7%Past year+12.9%

0.25%Fee0.05%

3–1IJH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026