Compare · 3 funds side by side · dividends reinvested

XLSR, IWF and SCHD

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the three · RiskSmallest drop

XLSR, IWF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.0

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.41%+4.9%+5.6%+16.4%+8.2%−11.1%14.5%$1.1B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$119B2.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: XLSR 2019 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street US Sector Rotation ETF · $1.1B$14,800

XLSR

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

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

XLSR

More Ways to See the Pairs

XLSR vs SCHD: Top 5 Holdings

Today

XLSR

67.0%in top 5

SCHD

in top 521.8%

XLSRStockSCHD

27.6%XLKnot top 5

19.3%XLVnot top 5

10.4%XLFnot top 5

5.1%XLPnot top 5

not top 5TXN4.8%

Cost, Income and Risk

Fees: XLSR, IWF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

XLSR0.70%$70

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: XLSR, IWF, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

SCHD

+4.9%Year to dateJan 1 → Nov 13+34.9%

+5.6%1 yearTotal return+37.5%

+16.4%3 years · per year$10,000 became $15,790 · $17,374+20.2%

+8.2%5 years · per year$10,000 became $14,800 · $16,418+10.4%

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

0.41%Trailing 12-mo yield$41 · $292 a year on $10k2.92%

−11.1%Worst dropSmaller is better−6.9%

14.5%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.6%XLYnot top 5

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Held in common0.1%

End-of-day Nov 13, 2026 · share of each fund

XLSR vs SCHD Returns, Every Period

5Y

SPDRXLSR

+8.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

XLSRSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: XLSR vs SCHD

YTD

SPDRXLSR

+4.9%

SCHDSchwab

+34.9%

+4.9%Year to date+34.9%

−11.1%Worst drop · 1Y−6.9%

14.5%Volatility · 1Y11.7%

0.4%Yield2.9%

$1.1BAssets$124B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

XLSR0.41%$41

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

IWF$38 − $18 = $20

XLSR$41 − $70 = −$29

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: XLSR, IWF, SCHD

Today

21.2%most shared, XLSR and IWF

XLSRIWFSCHD

XLSR—21.2%0.1%

IWF21.2%—3.6%

SCHD0.1%3.6%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

XLSRWorst drop−11.1%14.5% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDXLSR

+34.9%Year to date+4.9%

2.9%Yield0.4%

+37.5%Past year+5.6%

0.06%Fee0.70%

4–0SCHD wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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XLSR, IWF and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three