Compare · 3 funds side by side · dividends reinvested

XLUI, SCHD and DGRO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,095DGRO · best of the three

Story of the three · IncomeMost incomeXLUI · 15.37% · $1,537 a year on $10k

Story of the three · RiskSmallest drop

XLUI, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.6

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.8%+22.9%+20.7%+11.3%−6.5%10.3%$45.9B1.6

State Street Utilities Select Sector SPDR Premium Income ETFIncome · Premium income0.35%15.37%+8.1%+5.0%[…][…]−12.3%12.1%$70M2.7

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

End-of-day Nov 11, 2026 · returns include dividends · since: XLUI 2025 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Utilities Select Sector SPDR Premium Income ETF · $70M[…]

XLUI

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$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

102.0%in top 5

SCHD

in top 521.7%

XLUIStockSCHD

102.1%XLUnot top 5

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

Cost, Income and Risk

Fees: XLUI, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

XLUI0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SCHD

+8.1%Year to dateJan 1 → Nov 11+34.6%

+5.0%1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

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

15.37%Trailing 12-mo yield$1,537 · $293 a year on $10k2.93%

−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 11, 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 11, 2026 · share of each fund

XLUI vs SCHD Returns, Every Period

1Y

SPDRXLUI

+5.0%

past year

SCHDSchwab

+39.3%

past year

XLUISCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

XLUI vs SCHD

YTD

SPDRXLUI

+8.1%

SCHDSchwab

+34.6%

+8.1%Year to date+34.6%

−12.3%Worst drop · 1Y−6.9%

12.1%Volatility · 1Y11.8%

15.4%Yield2.9%

$69.8MAssets$123B

3–1SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: XLUI, SCHD, DGRO

1Y

15.37%highest, XLUI

FundTrailing yieldYield$10k

XLUI15.37%$1,537

SCHD2.93%$293

DGRO1.82%$182

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,502most kept, XLUI

XLUI$1,537 − $35 = $1,502

SCHD$293 − $6 = $287

DGRO$182 − $8 = $174

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: XLUI, SCHD, DGRO

Today

21.2%most shared, SCHD and DGRO

XLUISCHDDGRO

XLUI—0.0%0.0%

SCHD0.0%—21.2%

DGRO0.0%21.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

XLUIWorst drop−12.3%12.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

XLUISCHD

+8.1%Year to date+34.6%

15.4%Yield2.9%

+5.0%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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XLUI, SCHD and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: XLUI, SCHD, DGRO