Compare · 3 funds side by side · dividends reinvested

XLE, DES and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

XLE, DES and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.9

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.34%+17.2%+20.1%+15.4%+6.7%−8.7%14.6%$2.1B2.8

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: XLE 1998 · DES 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

XLE

DES

WisdomTree U.S. SmallCap Dividend Fund · $2.1B$13,832

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XLEMeasureDES

+40.6%Year to dateJan 1 → Nov 6+17.2%

+45.0%1 yearTotal return+20.1%

+16.8%3 years · per year$10,000 became $15,939 · $15,359+15.4%

+20.7%5 years · per year$10,000 became $25,568 · $13,832+6.7%

0.08%Expense ratio$8 · $38 a year on $10k · lower is better0.38%

2.47%Trailing 12-mo yield$247 · $234 a year on $10k2.34%

−15.0%Worst dropSmaller is better−8.7%

23.3%VolatilityLower is calmer14.6%

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

6–2XLE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs DES: Top 5 Holdings

Today

XLE

59.5%in top 5

DES

in top 55.5%

XLEStockDES

24.4%XOMnot top 5

18.8%CVXnot top 5

7.3%COPnot top 5

4.5%PSXnot top 5

4.5%MPCnot top 5

not top 5TFSL1.2%

not top 5PBF1.2%

not top 5EPR1.1%

not top 5NWE1.1%

not top 5PTEN1.0%

Held in common0.0%

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

XLE vs DES Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

DESWisdomTree

+6.7%

5 years, per year

XLEDESFaded: behind in that period

4–0XLE wins

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

Sector vs Income: XLE vs SCHD

YTD

SPDRXLE

+40.6%

SCHDSchwab

+31.4%

+40.6%Year to date+31.4%

−15.0%Worst drop · 1Y−6.9%

23.3%Volatility · 1Y11.7%

2.5%Yield3.0%

$42.0BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: XLE, DES, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLE0.08%$8

DES0.38%$38

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

Yields: XLE, DES, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

XLE2.47%$247

DES2.34%$234

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

XLE$247 − $8 = $239

DES$234 − $38 = $196

KeptFee

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

Overlap: XLE, DES, SCHD

Today

14.2%most shared, XLE and SCHD

XLEDESSCHD

XLE—0.0%14.2%

DES0.0%—1.1%

SCHD14.2%1.1%—

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

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

SCHDWorst drop−6.9%11.7% vol

DESWorst drop−8.7%14.6% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

SCHDXLE

+31.4%Year to date+40.6%

3.0%Yield2.5%

+37.0%Past year+45.0%

0.06%Fee0.08%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE 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