Compare · 2 funds side by side · dividends reinvested

XLG and SCHD

XLGInvesco×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,462XLG · best of the two

02 / 04

XLG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.3

Invesco S&P 500 Top 50 ETFLow-Cost Core · S&P 5000.20%0.67%+0.4%+0.5%+21.8%+11.8%−11.8%15.7%$11.5B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: XLG 2005 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Top 50 ETF · $11.5B$17,462

XLG

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

XLGMeasureSCHD

+0.4%Year to dateJan 1 → Nov 5+32.3%

+0.5%1 yearTotal return+38.7%

+21.8%3 years · per year$10,000 became $18,085 · $17,414+20.3%

+11.8%5 years · per year$10,000 became $17,462 · $16,375+10.4%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

0.67%Trailing 12-mo yield$67 · $298 a year on $10k2.98%

−11.8%Worst dropSmaller is better−6.9%

15.7%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

XLG vs SCHD: Top 5 Holdings

Today

XLG

44.4%in top 5

SCHD

in top 521.7%

XLGStockSCHD

12.3%AAPLnot top 5

11.7%NVDAnot top 5

10.0%MSFTnot top 5

6.3%AMZNnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.1%GOOGLnot top 5

Held in common7.6%

End-of-day Nov 5, 2026 · share of each fund

XLG vs SCHD Returns, Every Period

InvescoXLG

+11.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

XLGSCHDFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Income: XLG vs SCHD

YTD

InvescoXLG

+0.4%

SCHDSchwab

+32.3%

+0.4%Year to date+32.3%

−11.8%Worst drop · 1Y−6.9%

15.7%Volatility · 1Y11.7%

0.7%Yield3.0%

$11.5BAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLG, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLG0.20%$20

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XLG, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

XLG0.67%$67

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

XLG$67 − $20 = $47

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XLG, SCHD

Today

7.6%most shared, XLG and SCHD

XLGSCHD

XLG—7.6%

SCHD7.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

XLGWorst drop−11.8%15.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDXLG

+32.3%Year to date+0.4%

3.0%Yield0.7%

+38.7%Past year+0.5%

0.06%Fee0.20%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026