Compare · 3 funds side by side · dividends reinvested

XLUI, GPIX and SCHD

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeXLUI · 15.41% · $1,541 a year on $10k

Story of the three · RiskSmallest drop

XLUI, GPIX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.3

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.46%+11.3%+13.9%+19.4%[…]−7.7%12.1%$6.3B2.1

State Street Utilities Select Sector SPDR Premium Income ETFIncome · Premium income0.35%15.41%+7.9%+4.9%[…][…]−12.3%12.1%$68M2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: XLUI 2025 · GPIX 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Utilities Select Sector SPDR Premium Income ETF · $68M[…]

XLUI

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

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

XLUI

More Ways to See the Pairs

XLUI vs SCHD: Top 5 Holdings

Today

XLUI

102.4%in top 5

SCHD

in top 521.4%

XLUIStockSCHD

102.5%XLUnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

Cost, Income and Risk

Fees: XLUI, GPIX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLUI0.35%$35

GPIX0.35%$35

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SCHD

+7.9%Year to dateJan 1 → Nov 10+33.8%

+4.9%1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

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

15.41%Trailing 12-mo yield$1,541 · $294 a year on $10k2.94%

−12.3%Worst dropSmaller is better−6.9%

12.1%VolatilityLower is calmer11.8%

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

1–5SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMGN4.1%

-0.0%XLU26112not top 5

-0.0%XLU26121not top 5

-0.0%XLU26112not top 5

-0.1%XLU26112not top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

XLUI vs SCHD Returns, Every Period

1Y

SPDRXLUI

+4.9%

past year

SCHDSchwab

+38.8%

past year

XLUISCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

XLUI vs GPIX

YTD

SPDRXLUI

+7.9%

GPIXGoldman Sachs

+11.3%

+7.9%Year to date+11.3%

−12.3%Worst drop · 1Y−7.7%

12.1%Volatility · 1Y12.1%

15.4%Yield8.5%

$68.1MAssets$6.3B

2–1GPIX wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: XLUI, GPIX, SCHD

1Y

15.41%highest, XLUI

FundTrailing yieldYield$10k

XLUI15.41%$1,541

GPIX8.46%$846

SCHD2.94%$294

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,506most kept, XLUI

XLUI$1,541 − $35 = $1,506

GPIX$846 − $35 = $811

SCHD$294 − $6 = $288

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: XLUI, GPIX, SCHD

Today

8.2%most shared, GPIX and SCHD

XLUIGPIXSCHD

XLUI—0.0%0.0%

GPIX0.0%—8.2%

SCHD0.0%8.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

XLUIWorst drop−12.3%12.1% vol

GPIXWorst drop−7.7%12.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

XLUISCHD

+7.9%Year to date+33.8%

15.4%Yield2.9%

+4.9%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

XLUI, GPIX and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: XLUI, GPIX, SCHD