Compare · 3 funds side by side · dividends reinvested

XLV, SCHD and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,404XLE · best of the three

02 / 04

XLV, SCHD and XLE, 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

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$42.0B1.9

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.6%+16.0%+8.6%−10.5%16.8%$50.9B2.6

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: XLV 1998 · SCHD 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Health Care Select Sector SPDR ETF · $50.9B$15,134

XLV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 16.3% in common

XLVMeasureSCHD

+20.9%Year to dateJan 1 → Nov 5+32.3%

+29.6%1 yearTotal return+38.7%

+16.0%3 years · per year$10,000 became $15,608 · $17,414+20.3%

+8.6%5 years · per year$10,000 became $15,134 · $16,375+10.4%

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

1.38%Trailing 12-mo yield$138 · $298 a year on $10k2.98%

−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 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLV vs SCHD: Top 5 Holdings

Today

XLV

44.5%in top 5

SCHD

in top 521.7%

XLVStockSCHD

16.5%LLYnot top 5

9.7%JNJnot top 5

7.6%ABBVnot top 5

5.4%MRKnot top 5

5.3%UNHnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common16.3%

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

XLV vs SCHD Returns, Every Period

SPDRXLV

+8.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

XLVSCHDFaded: behind in that period

0–4SCHD wins

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

Sector vs Income: XLV vs SCHD

YTD

SPDRXLV

+20.9%

SCHDSchwab

+32.3%

+20.9%Year to date+32.3%

−10.5%Worst drop · 1Y−6.9%

16.8%Volatility · 1Y11.7%

1.4%Yield3.0%

$50.9BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: XLV, SCHD, XLE

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLV0.08%$8

XLE0.08%$8

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

Yields: XLV, SCHD, XLE

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

XLE2.47%$247

XLV1.38%$138

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

XLE$247 − $8 = $239

XLV$138 − $8 = $130

KeptFee

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

Overlap: XLV, SCHD, XLE

Today

16.3%most shared, XLV and SCHD

XLVSCHDXLE

XLV—16.3%0.0%

SCHD16.3%—14.2%

XLE0.0%14.2%—

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

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

SCHDWorst drop−6.9%11.7% vol

XLVWorst drop−10.5%16.8% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

SCHDXLE

+32.3%Year to date+40.6%

3.0%Yield2.5%

+38.7%Past year+45.4%

0.06%Fee0.08%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE 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