Compare · 4 funds side by side · dividends reinvested

XLE, SCHD, VIG and XLF

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$26,671XLE · best of the four

Story of the four · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the four · RiskSmallest drop

XLE, SCHD, VIG and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.9

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.37%+46.7%+44.6%+19.1%+21.7%−15.0%23.4%$40.9B2.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B2.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.1B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: XLE 1998 · SCHD 2011 · VIG 2006 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $40.9B$26,671

XLE

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XLE vs SCHD: Top 5 Holdings

Today

XLE

58.8%in top 5

SCHD

in top 521.7%

XLEStockSCHD

24.0%XOMnot top 5

18.4%CVXnot top 5

7.2%COPnot top 5

not top 5TXN4.7%

4.7%MPCnot top 5

Cost, Income and Risk

Fees: XLE, SCHD, VIG, XLF

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

XLE0.08%$8

XLF0.08%$8

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

XLE vs VDE

YTD

SPDRXLE

+46.7%

VDEVanguard

+44.8%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 14.3% in common

XLEMeasureSCHD

+46.7%Year to dateJan 1 → Nov 12+34.2%

+44.6%1 yearTotal return+36.8%

+19.1%3 years · per year$10,000 became $16,880 · $17,257+19.9%

+21.7%5 years · per year$10,000 became $26,671 · $16,429+10.4%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

2.37%Trailing 12-mo yield$237 · $293 a year on $10k2.93%

−15.0%Worst dropSmaller is better−6.9%

23.4%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.6%PSXnot top 5

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common14.3%

End-of-day Nov 12, 2026 · share of each fund

XLE vs SCHD Returns, Every Period

5Y

SPDRXLE

+21.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

XLESCHDFaded: behind in that period

3–1XLE wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Sector vs Income: XLE vs SCHD

YTD

SPDRXLE

+46.7%

SCHDSchwab

+34.2%

+46.7%Year to date+34.2%

−15.0%Worst drop · 1Y−6.9%

23.4%Volatility · 1Y11.7%

2.4%Yield2.9%

$40.9BAssets$123B

3–1SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: XLE, SCHD, VIG, XLF

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

XLE2.37%$237

VIG1.45%$145

XLF1.42%$142

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

XLE$237 − $8 = $229

VIG$145 − $4 = $141

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: XLE, SCHD, VIG, XLF

Today

19.5%most shared, VIG and XLF

XLESCHDVIGXLF

XLE—14.3%3.5%0.0%

SCHD14.3%—14.5%3.4%

VIG3.5%14.5%—19.5%

XLF0.0%3.4%19.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+44.6%XLE, at 23.4% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

XLFWorst drop−14.8%15.3% vol

XLEWorst drop−15.0%23.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDXLE

+34.2%Year to date+46.7%

2.9%Yield2.4%

+36.8%Past year+44.6%

0.06%Fee0.08%

2–2level

End-of-day Nov 12, 2026

+46.7%Year to date+44.8%

2.4%Yield2.3%

$40.9BAssets$10.4B

2–0XLE wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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XLE, SCHD, VIG and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four