Compare · 3 funds side by side · dividends reinvested

XME, SCHD and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,749XME · best of the three

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

Story of the three · RiskSmallest drop

XME, SCHD and IWF, 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%$123B1.3

State Street SPDR S&P Metals & Mining ETFUS Stock Styles · Large cap0.35%0.35%−6.0%+2.4%+24.8%+17.9%−31.8%38.0%$3.5B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.4

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: XME 2006 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P Metals & Mining ETF · $3.5B$22,749

XME

SCHD

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

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

XMEMeasure

More Ways to See the Pairs

XME vs SCHD: Top 5 Holdings

Today

XME

30.2%in top 5

SCHD

in top 521.7%

XMEStockSCHD

6.3%RSnot top 5

6.2%CLFnot top 5

6.1%RGLDnot top 5

5.8%NUEnot top 5

5.7%STLDnot top 5

Cost, Income and Risk

Fees: XME, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

XME0.35%$35

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

Yields: XME, SCHD, IWF

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

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SCHD

−6.0%Year to dateJan 1 → Nov 11+34.6%

+2.4%1 yearTotal return+39.3%

+24.8%3 years · per year$10,000 became $19,442 · $17,234+19.9%

+17.9%5 years · per year$10,000 became $22,749 · $16,418+10.4%

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

0.35%Trailing 12-mo yield$35 · $293 a year on $10k2.93%

−31.8%Worst dropSmaller is better−6.9%

38.0%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

XME vs SCHD Returns, Every Period

5Y

SPDRXME

+17.9%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

XMESCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: XME vs SCHD

YTD

SPDRXME

−6.0%

SCHDSchwab

+34.6%

−6.0%Year to date+34.6%

−31.8%Worst drop · 1Y−6.9%

38.0%Volatility · 1Y11.8%

0.4%Yield2.9%

$3.5BAssets$123B

4–0SCHD wins

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

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

IWF0.37%$37

XME0.35%$35

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

IWF$37 − $18 = $19

XME$35 − $35 = $0

KeptFee

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

Overlap: XME, SCHD, IWF

Today

3.7%most shared, SCHD and IWF

XMESCHDIWF

XME—0.0%0.0%

SCHD0.0%—3.7%

IWF0.0%3.7%—

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

SCHDWorst drop−6.9%11.8% vol

IWFWorst drop−14.6%19.6% vol

XMEWorst drop−31.8%38.0% vol

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

Paid More vs Made More

YTD

SCHDIWF

+34.6%Year to date−1.2%

2.9%Yield0.4%

+39.3%Past year−2.8%

0.06%Fee0.18%

4–0SCHD wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

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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XME, SCHD and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three