Compare XJR and SCHD | ETF Tracker

XJR 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%$123B1.0

iShares ESG Select Screened S&P Small-Cap ETFUS Stock Styles · Small cap0.12%0.95%+15.5%+19.1%+17.6%+5.5%−10.2%16.9%$218M2.0

Rank among the two1st → 2ndFee, 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: XJR 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares ESG Select Screened S&P Small-Cap ETF · $218M$13,086

XJR

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

XJRMeasureSCHD

+15.5%Year to dateJan 1 → Nov 5+32.3%

+19.1%1 yearTotal return+38.7%

+17.6%3 years · per year$10,000 became $16,248 · $17,414+20.3%

+5.5%5 years · per year$10,000 became $13,086 · $16,375+10.4%

0.12%Expense ratio$12 · $6 a year on $10k · lower is better0.06%

0.95%Trailing 12-mo yield$95 · $298 a year on $10k2.98%

−10.2%Worst dropSmaller is better−6.9%

16.9%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

XJR vs SCHD: Top 5 Holdings

Today

XJR

3.0%in top 5

SCHD

in top 521.7%

XJRStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

0.7%PAYCnot top 5

0.6%RHPnot top 5

0.6%PTGXnot top 5

0.6%MTCHnot top 5

0.6%VSATnot top 5

Held in common1.2%

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

XJR vs SCHD Returns, Every Period

5Y

iSharesXJR

+5.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

XJRSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: XJR vs SCHD

YTD

iSharesXJR

+15.5%

SCHDSchwab

+32.3%

+15.5%Year to date+32.3%

−10.2%Worst drop · 1Y−6.9%

16.9%Volatility · 1Y11.7%

1.0%Yield3.0%

$218MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: XJR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XJR0.12%$12

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

Yields: XJR, SCHD

1Y

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

XJR0.95%$95

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

Income After Fees on $10,000

1Y

$292most kept, SCHD

SCHD$298 − $6 = $292

XJR$95 − $12 = $83

KeptFee

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

Overlap: XJR, SCHD

Today

1.2%most shared, XJR and SCHD

XJRSCHD

XJR—1.2%

SCHD1.2%—

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

Return vs Bumpiness: 2 ETFs

1Y

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

XJRWorst drop−10.2%16.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDXJR

+32.3%Year to date+15.5%

3.0%Yield1.0%

+38.7%Past year+19.1%

0.06%Fee0.12%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026