Compare · 3 funds side by side · dividends reinvested

XLV, SCHD and VYM

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,387VYM · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

XLV, SCHD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.6

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.23%+17.1%+19.1%+20.3%+11.7%−6.7%10.8%$78.9B1.6

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.36%+22.8%+26.7%+15.4%+8.7%−10.5%16.8%$50.4B2.8

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

End-of-day Nov 12, 2026 · returns include dividends · since: XLV 1998 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Health Care Select Sector SPDR ETF · $50.4B$15,163

XLV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 16.0% in common

XLV

More Ways to See the Pairs

XLV vs SCHD: Top 5 Holdings

Today

XLV

44.9%in top 5

SCHD

in top 521.7%

XLVStockSCHD

16.7%LLYnot top 5

9.9%JNJnot top 5

7.6%ABBVnot top 5

5.3%MRKnot top 5

5.3%UNHnot top 5

Cost, Income and Risk

Fees: XLV, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

XLV0.08%$8

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: XLV, SCHD, VYM

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

SCHD

+22.8%Year to dateJan 1 → Nov 12+34.2%

+26.7%1 yearTotal return+36.8%

+15.4%3 years · per year$10,000 became $15,385 · $17,257+19.9%

+8.7%5 years · per year$10,000 became $15,163 · $16,429+10.4%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

1.36%Trailing 12-mo yield$136 · $293 a year on $10k2.93%

−10.5%Worst dropSmaller is better−6.9%

16.8%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common16.0%

End-of-day Nov 12, 2026 · share of each fund

XLV vs SCHD Returns, Every Period

5Y

SPDRXLV

+8.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

XLVSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Sector vs Income: XLV vs SCHD

YTD

SPDRXLV

+22.8%

SCHDSchwab

+34.2%

+22.8%Year to date+34.2%

−10.5%Worst drop · 1Y−6.9%

16.8%Volatility · 1Y11.7%

1.4%Yield2.9%

$50.4BAssets$123B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VYM2.23%$223

XLV1.36%$136

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VYM$223 − $4 = $219

XLV$136 − $8 = $128

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: XLV, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

XLVSCHDVYM

XLV—16.0%13.8%

SCHD16.0%—21.9%

VYM13.8%21.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.7% vol

XLVWorst drop−10.5%16.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDXLV

+34.2%Year to date+22.8%

2.9%Yield1.4%

+36.8%Past year+26.7%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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XLV, SCHD and VYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three