Compare · 3 funds side by side · dividends reinvested

XLE, SCHD and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,379XLE · best of the three

02 / 04

XLE, SCHD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B2.0

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.1B2.1

Rank among the three1st → 3rdFee, 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: XLE 1998 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $44.1B$26,379

XLE

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 15.1% in common

XLEMeasureSCHD

+44.9%Year to dateJan 1 → Nov 4+35.3%

+48.2%1 yearTotal return+41.6%

+18.0%3 years · per year$10,000 became $16,447 · $17,908+21.4%

+21.4%5 years · per year$10,000 became $26,379 · $16,881+11.0%

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

2.40%Trailing 12-mo yield$240 · $291 a year on $10k2.91%

−15.0%Worst dropSmaller is better−6.9%

23.2%VolatilityLower is calmer11.5%

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

3–5SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs SCHD: Top 5 Holdings

Today

XLE

59.1%in top 5

SCHD

in top 521.6%

XLEStockSCHD

24.2%XOMnot top 5

18.4%CVX4.2%

7.2%COP4.1%

not top 5TXN4.8%

4.7%MPCnot top 5

4.6%PSXnot top 5

not top 5PG4.3%

not top 5KO4.2%

Held in common15.1%

End-of-day Nov 4, 2026 · share of each fund

XLE vs SCHD Returns, Every Period

SPDRXLE

+21.4%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

XLESCHDFaded: behind in that period

3–1XLE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: XLE vs SCHD

YTD

SPDRXLE

+44.9%

SCHDSchwab

+35.3%

+44.9%Year to date+35.3%

−15.0%Worst drop · 1Y−6.9%

23.2%Volatility · 1Y11.5%

2.4%Yield2.9%

$44.1BAssets$123B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLE, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

XLE0.08%$8

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XLE, SCHD, VYM

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

XLE2.40%$240

VYM2.22%$222

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

XLE$240 − $8 = $232

VYM$222 − $4 = $218

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XLE, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

XLESCHDVYM

XLE—15.1%9.3%

SCHD15.1%—21.9%

VYM9.3%21.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+48.2%XLE, at 23.2% volatility

VYMWorst drop−6.7%10.1% vol

SCHDWorst drop−6.9%11.5% vol

XLEWorst drop−15.0%23.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDXLE

+35.3%Year to date+44.9%

2.9%Yield2.4%

+41.6%Past year+48.2%

0.06%Fee0.08%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+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