Compare XLUI, VIG and SCHD

XLUI, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.9

State Street Utilities Select Sector SPDR Premium Income ETFIncome · Premium income0.35%15.54%+7.0%+5.0%[…][…]−12.3%12.1%$68M2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: XLUI 2025 · VIG 2006 · 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

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

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

XLUIMeasureVIG

+7.0%Year to dateJan 1 → Nov 5+12.5%

+5.0%1 yearTotal return+15.2%

[…]3 years · per year$10,000 became […] · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

15.54%Trailing 12-mo yield$1,554 · $149 a year on $10k1.49%

−12.3%Worst dropSmaller is better−7.9%

12.1%VolatilityLower is calmer10.8%

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

1–5VIG wins

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

More Ways to See the Pairs

XLUI vs VIG: Top 5 Holdings

Today

XLUI

102.2%in top 5

VIG

in top 522.1%

XLUIStockVIG

102.4%XLUnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

-0.0%XLU26112not top 5

-0.1%XLU26112not top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

XLUI vs VIG Returns, Every Period

1Y

SPDRXLUI

+5.0%

past year

VIGVanguard

+15.2%

past year

XLUIVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

XLUI vs SCHD

YTD

SPDRXLUI

+7.0%

SCHDSchwab

+32.3%

+7.0%Year to date+32.3%

−12.3%Worst drop · 1Y−6.9%

12.1%Volatility · 1Y11.7%

15.5%Yield3.0%

$68.3MAssets$120B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLUI, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

XLUI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XLUI, VIG, SCHD

1Y

15.54%highest, XLUI

FundTrailing yieldYield$10k

XLUI15.54%$1,554

SCHD2.98%$298

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,519most kept, XLUI

XLUI$1,554 − $35 = $1,519

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XLUI, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

XLUIVIGSCHD

XLUI—0.0%0.0%

VIG0.0%—14.5%

SCHD0.0%14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.7%SCHD, at 11.7% volatility

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

XLUIWorst drop−12.3%12.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLUISCHD

+7.0%Year to date+32.3%

15.5%Yield3.0%

+5.0%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026