Compare · 2 funds side by side · dividends reinvested

XES and SCHD

XESSPDR×SCHDSchwab×
$5k$10k$15k$20k$25kLow $8,518 · 2021XES$18,030SCHD$16,881Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,030XES · best of the two
02 / 04

XES and SCHD, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.1
State Street SPDR S&P Oil & Gas Equipment & Services ETFSectors · Energy0.35%1.20%+22.7%+22.2%+5.8%+12.5%−25.0%32.0%$335M1.9
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 4, 2026 · returns include dividends · since: XES 2006 · SCHD 2011
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Head to Head

5Y
State Street SPDR S&P Oil & Gas Equipment & Services ETF · $335M$18,030
XES
SCHD
Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

XESMeasureSCHD
+22.7%Year to dateJan 1 → Nov 4+35.3%
+22.2%1 yearTotal return+41.6%
+5.8%3 years · per year$10,000 became $11,851 · $17,908+21.4%
+12.5%5 years · per year$10,000 became $18,030 · $16,881+11.0%
0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%
1.20%Trailing 12-mo yield$120 · $291 a year on $10k2.91%
−25.0%Worst dropSmaller is better−6.9%
32.0%VolatilityLower is calmer11.5%
XESSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
1–7SCHD wins
End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

XES vs SCHD: Top 5 Holdings

Today
XES
20.9%in top 5
in top 521.6%
XESStockSCHD
not top 5TXN4.8%
4.4%VALnot top 5
not top 5PG4.3%
4.3%RIGnot top 5
4.2%SEInot top 5
not top 5KO4.2%
not top 5CVX4.2%
not top 5COP4.1%
4.0%NEnot top 5
4.0%SDRLnot top 5
Held in common1.8%
End-of-day Nov 4, 2026 · share of each fund
@TheETFTracker·theetftracker.com

XES vs SCHD Returns, Every Period

5Y
SPDRXES
+12.5%
5 years, per year
SCHDSchwab
+11.0%
5 years, per year
0%+10%+20%+30%+40%+50%+22.7%+35.3%YTD+22.2%+41.6%1 year+5.8%+21.4%3 yrs · yr+12.5%+11.0%5 yrs · yr
XESSCHDFaded: behind in that period
1–3SCHD wins
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Sector vs Income: XES vs SCHD

YTD
SPDRXES
+22.7%
SCHDSchwab
+35.3%
Jan 1Nov 4+22.7%+35.3%
+22.7%Year to date+35.3%
−25.0%Worst drop · 1Y−6.9%
32.0%Volatility · 1Y11.5%
1.2%Yield2.9%
$335MAssets$123B
4–0SCHD wins
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: XES, SCHD

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
XES0.35%$35
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: XES, SCHD

1Y
2.91%highest, SCHD
FundTrailing yieldYield$10k
SCHD2.91%$291
XES1.20%$120
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$285most kept, SCHD
SCHD$291 − $6 = $285
XES$120 − $35 = $85
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: XES, SCHD

Today
1.8%most shared, XES and SCHD
XESSCHD
XES—1.8%
SCHD1.8%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+41.6%SCHD, at 11.5% volatility
0%+20%+40%+60%0%10%20%30%40%Volatility · 1 year → bumpierSCHD +41.6%XES +22.2%
SCHDWorst drop−6.9%11.5% vol
XESWorst drop−25.0%32.0% vol
End-of-day Nov 4, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 4+35.3%+22.7%
+35.3%Year to date+22.7%
2.9%Yield1.2%
+41.6%Past year+22.2%
0.06%Fee0.35%
4–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+8.8%
+8.5%Year to date+8.8%
12.2%Yield7.8%
$42.1BAssets$46.1B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+13.4%
SPYSPDR
+13.3%
Jan 1Nov 4+13.4%+13.3%
+13.4%Year to date+13.3%
1.0%Yield1.0%
$182BAssets$805B
1–0SPYM wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com