Compare · 3 funds side by side · dividends reinvested

XLSR, GPIX and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

XLSR, GPIX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.3

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.43%+11.7%+14.4%+19.9%[…]−7.7%12.1%$6.3B1.7

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.41%+4.7%+7.9%+16.9%+8.6%−11.1%14.6%$1.0B2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: XLSR 2019 · GPIX 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street US Sector Rotation ETF · $1.0B$15,072

XLSR

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

XLSRMeasureSCHD

+4.7%Year to dateJan 1 → Nov 9+33.2%

+7.9%1 yearTotal return+39.1%

+16.9%3 years · per year$10,000 became $15,956 · $17,123+19.6%

+8.6%5 years · per year$10,000 became $15,072 · $16,459+10.5%

0.70%Expense ratio$70 · $6 a year on $10k · lower is better0.06%

0.41%Trailing 12-mo yield$41 · $296 a year on $10k2.96%

−11.1%Worst dropSmaller is better−6.9%

14.6%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLSR vs SCHD: Top 5 Holdings

Today

XLSR

66.7%in top 5

SCHD

in top 521.4%

XLSRStockSCHD

26.9%XLKnot top 5

19.5%XLVnot top 5

10.5%XLFnot top 5

5.2%XLPnot top 5

4.6%XLYnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.1%

End-of-day Nov 9, 2026 · share of each fund

XLSR vs SCHD Returns, Every Period

SPDRXLSR

+8.6%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

XLSRSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: XLSR vs GPIX

YTD

SPDRXLSR

+4.7%

GPIXGoldman Sachs

+11.7%

+4.7%Year to date+11.7%

−11.1%Worst drop · 1Y−7.7%

14.6%Volatility · 1Y12.1%

0.4%Yield8.4%

$1.0BAssets$6.3B

4–0GPIX wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLSR, GPIX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

GPIX0.35%$35

XLSR0.70%$70

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: XLSR, GPIX, SCHD

8.43%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.43%$843

SCHD2.96%$296

XLSR0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$808most kept, GPIX

GPIX$843 − $35 = $808

SCHD$296 − $6 = $290

XLSR$41 − $70 = −$29

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: XLSR, GPIX, SCHD

Today

20.5%most shared, XLSR and GPIX

XLSRGPIXSCHD

XLSR—20.5%0.1%

GPIX20.5%—8.3%

SCHD0.1%8.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

GPIXWorst drop−7.7%12.1% vol

XLSRWorst drop−11.1%14.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

GPIXSCHD

+11.7%Year to date+33.2%

8.4%Yield3.0%

+14.4%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026