Compare XLEI and SCHD

XLEI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.1

State Street Energy Select Sector SPDR Premium Income ETFIncome · Premium income0.35%19.60%+32.9%+37.0%[…][…]−8.2%15.9%$209M1.8

Rank among the two1st → 2ndFee, 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: XLEI 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR Premium Income ETF · $209M[…]

XLEI

SCHD

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

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

XLEIMeasureSCHD

+32.9%Year to dateJan 1 → Nov 4+35.3%

+37.0%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

19.60%Trailing 12-mo yield$1,960 · $291 a year on $10k2.91%

−8.2%Worst dropSmaller is better−6.9%

15.9%VolatilityLower is calmer11.5%

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

1–5SCHD wins

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

More Ways to See the Pairs

XLEI vs SCHD: Top 5 Holdings

Today

XLEI

100.6%in top 5

SCHD

in top 521.6%

XLEIStockSCHD

100.8%XLEnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

-0.0%XLE26112not top 5

-0.1%XLE26112not top 5

Held in common0.0%

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

XLEI vs SCHD Returns, Every Period

1Y

SPDRXLEI

+37.0%

past year

SCHDSchwab

+41.6%

past year

XLEISCHDFaded: behind in that period

0–2SCHD wins

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

XLEI vs SCHD

YTD

SPDRXLEI

+32.9%

SCHDSchwab

+35.3%

+32.9%Year to date+35.3%

−8.2%Worst drop · 1Y−6.9%

15.9%Volatility · 1Y11.5%

19.6%Yield2.9%

$209MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: XLEI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLEI0.35%$35

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

Yields: XLEI, SCHD

1Y

19.60%highest, XLEI

FundTrailing yieldYield$10k

XLEI19.60%$1,960

SCHD2.91%$291

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

Income After Fees on $10,000

1Y

$1,925most kept, XLEI

XLEI$1,960 − $35 = $1,925

SCHD$291 − $6 = $285

KeptFee

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

Overlap: XLEI, SCHD

Today

0.0%most shared, XLEI and SCHD

XLEISCHD

XLEI—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

XLEIWorst drop−8.2%15.9% vol

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

Paid More vs Made More

YTD

XLEISCHD

+32.9%Year to date+35.3%

19.6%Yield2.9%

+37.0%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026