Compare XLE and SCHD | ETF Tracker

XLE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.4

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.28%+52.1%+55.6%+20.1%+21.9%−15.0%22.6%$44.6B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: XLE 1998 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $44.6B$26,887

XLE

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

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

XLEMeasureSCHD

+52.1%Year to dateJan 1 → Nov 3+32.8%

+55.6%1 yearTotal return+37.6%

+20.1%3 years · per year$10,000 became $17,324 · $17,784+21.2%

+21.9%5 years · per year$10,000 became $26,887 · $16,352+10.3%

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

2.28%Trailing 12-mo yield$228 · $297 a year on $10k2.97%

−15.0%Worst dropSmaller is better−6.9%

22.6%VolatilityLower is calmer11.4%

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

3–5SCHD wins

End-of-day Nov 3, 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

58.9%in top 5

SCHD

in top 521.4%

XLEStockSCHD

24.3%XOMnot top 5

18.3%CVX4.2%

7.2%COPnot top 5

4.6%MPCnot top 5

not top 5TXN4.6%

4.5%PSXnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5HD4.2%

Held in common15.1%

End-of-day Nov 3, 2026 · share of each fund

XLE vs SCHD Returns, Every Period

5Y

SPDRXLE

+21.9%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

XLESCHDFaded: behind in that period

3–1XLE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Income: XLE vs SCHD

YTD

SPDRXLE

+52.1%

SCHDSchwab

+32.8%

+52.1%Year to date+32.8%

−15.0%Worst drop · 1Y−6.9%

22.6%Volatility · 1Y11.4%

2.3%Yield3.0%

$44.6BAssets$121B

3–1SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLE0.08%$8

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XLE, SCHD

1Y

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

XLE2.28%$228

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$291most kept, SCHD

SCHD$297 − $6 = $291

XLE$228 − $8 = $220

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XLE, SCHD

Today

15.1%most shared, XLE and SCHD

XLESCHD

XLE—15.1%

SCHD15.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+55.6%XLE, at 22.6% volatility

SCHDWorst drop−6.9%11.4% vol

XLEWorst drop−15.0%22.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDXLE

+32.8%Year to date+52.1%

3.0%Yield2.3%

+37.6%Past year+55.6%

0.06%Fee0.08%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026