Compare · 3 funds side by side · dividends reinvested

XLSR, VUG and SCHD

XLSRSPDR×VUGVanguard×SCHDSchwab×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,959 · 2022SCHD$16,267VUG$16,124XLSR$14,831Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three
02 / 04

XLSR, VUG and SCHD, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3
State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.42%+2.9%+5.1%+16.9%+8.2%−11.1%14.5%$1.1B2.5
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: XLSR 2019 · VUG 2004 · SCHD 2011
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Head to Head

5Y
State Street US Sector Rotation ETF · $1.1B$14,831
XLSR
VUG
Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 21.7% in common

XLSRMeasureVUG
+2.9%Year to dateJan 1 → Nov 6+1.4%
+5.1%1 yearTotal return+0.2%
+16.9%3 years · per year$10,000 became $15,995 · $18,415+22.6%
+8.2%5 years · per year$10,000 became $14,831 · $16,124+10.0%
0.70%Expense ratio$70 · $3 a year on $10k · lower is better0.03%
0.42%Trailing 12-mo yield$42 · $42 a year on $10k0.42%
−11.1%Worst dropSmaller is better−15.1%
14.5%VolatilityLower is calmer19.0%
XLSRVUG Winner of the row, in its colourEach row: the bigger of the two fills its side
4–3XLSR wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

XLSR vs VUG: Top 5 Holdings

Today
66.7%in top 5
VUG
in top 545.2%
XLSRStockVUG
26.6%XLKnot top 5
19.6%XLVnot top 5
not top 5NVDA13.5%
not top 5AAPL12.5%
10.6%XLFnot top 5
not top 5MSFT9.7%
5.3%XLPnot top 5
not top 5GOOGL5.2%
4.6%XLYnot top 5
not top 5AVGO4.3%
Held in common21.7%
End-of-day Nov 6, 2026 · share of each fund
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XLSR vs VUG Returns, Every Period

5Y
SPDRXLSR
+8.2%
5 years, per year
VUGVanguard
+10.0%
5 years, per year
0%+10%+20%+30%+2.9%+1.4%YTD+5.1%+0.2%1 year+16.9%+22.6%3 yrs · yr+8.2%+10.0%5 yrs · yr
XLSRVUGFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
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Stocks vs Income: XLSR vs SCHD

YTD
SPDRXLSR
+2.9%
SCHDSchwab
+31.4%
Jan 1Nov 6+2.9%+31.4%
+2.9%Year to date+31.4%
−11.1%Worst drop · 1Y−6.9%
14.5%Volatility · 1Y11.7%
0.4%Yield3.0%
$1.1BAssets$120B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: XLSR, VUG, SCHD

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
SCHD0.06%$6
XLSR0.70%$70
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: XLSR, VUG, SCHD

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
VUG0.42%$42
XLSR0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
VUG$42 − $3 = $39
XLSR$42 − $70 = −$28
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: XLSR, VUG, SCHD

Today
21.7%most shared, XLSR and VUG
XLSRVUGSCHD
XLSR—21.7%0.1%
VUG21.7%—0.8%
SCHD0.1%0.8%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +37.0%XLSR +5.1%VUG +0.2%
SCHDWorst drop−6.9%11.7% vol
XLSRWorst drop−11.1%14.5% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+31.4%+2.9%
+31.4%Year to date+2.9%
3.0%Yield0.4%
+37.0%Past year+5.1%
0.06%Fee0.70%
4–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.7B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$42.6BAssets$46.8B
1–1level
End-of-day Nov 6, 2026
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