Compare · 3 funds side by side · dividends reinvested

XMLV, SCHD and VUG

XMLVInvesco×SCHDSchwab×VUGVanguard×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,959 · 2022SCHD$16,267VUG$16,124XMLV$13,622Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three
02 / 04

XMLV, SCHD and VUG, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5
Invesco S&P MidCap Low Volatility ETFUS Stock Styles · Mid cap0.25%3.01%+8.9%+9.7%+14.0%+6.4%−9.2%11.0%$724M2.1
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 6, 2026 · returns include dividends · since: XMLV 2013 · SCHD 2011 · VUG 2004
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Head to Head

5Y
Invesco S&P MidCap Low Volatility ETF · $724M$13,622
XMLV
SCHD
Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

XMLVMeasureSCHD
+8.9%Year to dateJan 1 → Nov 6+31.4%
+9.7%1 yearTotal return+37.0%
+14.0%3 years · per year$10,000 became $14,812 · $17,266+20.0%
+6.4%5 years · per year$10,000 became $13,622 · $16,267+10.2%
0.25%Expense ratio$25 · $6 a year on $10k · lower is better0.06%
3.01%Trailing 12-mo yield$301 · $300 a year on $10k3.00%
−9.2%Worst dropSmaller is better−6.9%
11.0%VolatilityLower is calmer11.7%
XMLVSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
2–6SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

XMLV vs SCHD: Top 5 Holdings

Today
11.7%in top 5
in top 521.4%
XMLVStockSCHD
5.3%TXNMnot top 5
not top 5PG4.5%
not top 5HD4.3%
not top 5TXN4.3%
not top 5KO4.3%
not top 5AMGN4.1%
1.7%OGEnot top 5
1.6%IDAnot top 5
1.5%ADCnot top 5
1.5%OGSnot top 5
Held in common1.4%
End-of-day Nov 6, 2026 · share of each fund
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XMLV vs SCHD Returns, Every Period

5Y
InvescoXMLV
+6.4%
5 years, per year
SCHDSchwab
+10.2%
5 years, per year
0%+10%+20%+30%+40%+8.9%+31.4%YTD+9.7%+37.0%1 year+14.0%+20.0%3 yrs · yr+6.4%+10.2%5 yrs · yr
XMLVSCHDFaded: behind in that period
0–4SCHD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
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Stocks vs Income: XMLV vs SCHD

YTD
InvescoXMLV
+8.9%
SCHDSchwab
+31.4%
Jan 1Nov 6+8.9%+31.4%
+8.9%Year to date+31.4%
−9.2%Worst drop · 1Y−6.9%
11.0%Volatility · 1Y11.7%
3.0%Yield3.0%
$724MAssets$120B
2–1SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: XMLV, SCHD, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
SCHD0.06%$6
XMLV0.25%$25
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: XMLV, SCHD, VUG

1Y
3.01%highest, XMLV
FundTrailing yieldYield$10k
XMLV3.01%$301
SCHD3.00%$300
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
XMLV$301 − $25 = $276
VUG$42 − $3 = $39
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
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Overlap: XMLV, SCHD, VUG

Today
1.4%most shared, XMLV and SCHD
XMLVSCHDVUG
XMLV—1.4%0.0%
SCHD1.4%—0.8%
VUG0.0%0.8%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
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Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%25%Volatility · 1 year → bumpierSCHD +37.0%XMLV +9.7%VUG +0.2%
XMLVWorst drop−9.2%11.0% vol
SCHDWorst drop−6.9%11.7% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 6+8.9%+31.4%
+8.9%Year to date+31.4%
3.0%Yield3.0%
+9.7%Past year+37.0%
0.25%Fee0.06%
3–0SCHD wins
End-of-day Nov 6, 2026
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Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+1.9%
+1.4%Year to date+1.9%
0.03% · $3Fee · on $10k a year0.04% · $4
$233BAssets$59.7B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+5.3%
+3.2%Year to date+5.3%
12.8%Yield8.1%
$40.7BAssets$45.2B
1–1level
End-of-day Nov 6, 2026
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