Compare · 2 funds side by side · dividends reinvested

XMHQ and SCHD

XMHQInvesco×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

XMHQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.1

Invesco S&P MidCap Quality ETFUS Stock Styles · Mid cap0.30%0.54%+19.0%+19.2%+19.5%+11.2%−8.4%14.7%$5.8B1.9

Rank among the two1st → 2ndFee, 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: XMHQ 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P MidCap Quality ETF · $5.8B$16,236

XMHQ

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

XMHQMeasureSCHD

+19.0%Year to dateJan 1 → Nov 5+35.3%

+19.2%1 yearTotal return+41.6%

+19.5%3 years · per year$10,000 became $17,048 · $17,908+21.4%

+11.2%5 years · per year$10,000 became $17,002 · $16,881+11.0%

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

0.54%Trailing 12-mo yield$54 · $291 a year on $10k2.91%

−8.4%Worst dropSmaller is better−6.9%

14.7%VolatilityLower is calmer11.5%

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

1–7SCHD wins

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

More Ways to See the Pairs

XMHQ vs SCHD: Top 5 Holdings

Today

XMHQ

18.5%in top 5

SCHD

in top 521.7%

XMHQStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.0%MANHnot top 5

3.9%FTInot top 5

3.9%EXELnot top 5

3.7%MEDPnot top 5

3.1%UTHRnot top 5

Held in common1.1%

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

XMHQ vs SCHD Returns, Every Period

InvescoXMHQ

+11.2%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

XMHQSCHDFaded: behind in that period

1–3SCHD wins

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

Stocks vs Income: XMHQ vs SCHD

YTD

InvescoXMHQ

+19.0%

SCHDSchwab

+35.3%

+19.0%Year to date+35.3%

−8.4%Worst drop · 1Y−6.9%

14.7%Volatility · 1Y11.5%

0.5%Yield2.9%

$5.8BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: XMHQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XMHQ0.30%$30

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

Yields: XMHQ, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

XMHQ0.54%$54

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

XMHQ$54 − $30 = $24

KeptFee

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

Overlap: XMHQ, SCHD

Today

1.1%most shared, XMHQ and SCHD

XMHQSCHD

XMHQ—1.1%

SCHD1.1%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

XMHQWorst drop−8.4%14.7% vol

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

Paid More vs Made More

YTD

SCHDXMHQ

+35.3%Year to date+19.0%

2.9%Yield0.5%

+41.6%Past year+19.2%

0.06%Fee0.30%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026