Compare · 3 funds side by side · dividends reinvested

XCLR, SCHD and IWF

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

02 / 04

XCLR, SCHD and IWF, 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%$122B1.4

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%$4M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.5

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: XCLR 2021 · SCHD 2011 · IWF 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

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested

XCLRMeasureSCHD

+5.2%Year to dateJan 1 → Nov 9+33.2%

+6.7%1 yearTotal return+39.1%

+15.0%3 years · per year$10,000 became $15,215 · $17,123+19.6%

+8.0%5 years · per year$10,000 became $14,709 · $16,459+10.5%

0.25%Expense ratio$25 · $6 a year on $10k · lower is better0.06%

12.48%Trailing 12-mo yield$1,248 · $296 a year on $10k2.96%

−8.3%Worst dropSmaller is better−6.9%

8.7%VolatilityLower is calmer11.8%

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

2–6SCHD wins

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

More Ways to See the Pairs

XCLR vs SCHD: Top 5 Holdings

Today

XCLR

[…]in top 5

SCHD

in top 521.4%

XCLRStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

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

XCLR vs SCHD Returns, Every Period

Global XXCLR

+8.0%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

XCLRSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: XCLR vs SCHD

YTD

Global XXCLR

+5.2%

SCHDSchwab

+33.2%

+5.2%Year to date+33.2%

−8.3%Worst drop · 1Y−6.9%

8.7%Volatility · 1Y11.8%

12.5%Yield3.0%

$4.2MAssets$122B

2–2level

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

Cost, Income and Risk

Fees: XCLR, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

XCLR0.25%$25

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

Yields: XCLR, SCHD, IWF

12.48%highest, XCLR

FundTrailing yieldYield$10k

XCLR12.48%$1,248

SCHD2.96%$296

IWF0.38%$38

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

Income After Fees on $10,000

$1,223most kept, XCLR

XCLR$1,248 − $25 = $1,223

SCHD$296 − $6 = $290

IWF$38 − $18 = $20

KeptFee

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

Overlap: XCLR, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

XCLRSCHDIWF

XCLR—[…][…]

SCHD[…]—3.6%

IWF[…]3.6%—

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

XCLRWorst drop−8.3%8.7% vol

SCHDWorst drop−6.9%11.8% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

XCLRSCHD

+5.2%Year to date+33.2%

12.5%Yield3.0%

+6.7%Past year+39.1%

0.25%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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

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