Compare · 3 funds side by side · dividends reinvested

XOEX, SCHD and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

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

Story of the three · RiskSmallest drop

XOEX, SCHD and VUG, 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%$123B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.3

Xtrackers S&P 100 Ex Top 20 ETFUS Stock Styles · Large cap0.15%1.44%+14.0%+17.2%+19.2%[…]−7.3%12.0%$281M2.3

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: XOEX 2022 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Xtrackers S&P 100 Ex Top 20 ETF · $281M[…]

XOEX

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 28.0% in common

XOEX

More Ways to See the Pairs

XOEX vs SCHD: Top 5 Holdings

Today

XOEX

14.8%in top 5

SCHD

in top 521.7%

XOEXStockSCHD

not top 5TXN4.6%

2.6%PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN

Cost, Income and Risk

Fees: XOEX, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

XOEX0.15%$15

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

Yields: XOEX, SCHD, VUG

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%

Measure

SCHD

+14.0%Year to dateJan 1 → Nov 11+34.6%

+17.2%1 yearTotal return+39.3%

+19.2%3 years · per year$10,000 became $16,948 · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

1.44%Trailing 12-mo yield$144 · $293 a year on $10k2.93%

−7.3%Worst dropSmaller is better−6.9%

12.0%VolatilityLower is calmer11.8%

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

0–7SCHD wins

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

4.1%

3.5%MAnot top 5

3.4%ABBVnot top 5

2.7%CVXnot top 5

2.5%PLTRnot top 5

Held in common28.0%

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

XOEX vs SCHD Returns, Every Period

1Y

XtrackersXOEX

+17.2%

past year

SCHDSchwab

+39.3%

past year

XOEXSCHDFaded: behind in that period

0–3SCHD wins

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

Stocks vs Income: XOEX vs SCHD

YTD

XtrackersXOEX

+14.0%

SCHDSchwab

+34.6%

+14.0%Year to date+34.6%

−7.3%Worst drop · 1Y−6.9%

12.0%Volatility · 1Y11.8%

1.4%Yield2.9%

$281MAssets$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

XOEX1.44%$144

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

XOEX$144 − $15 = $129

VUG$41 − $3 = $38

KeptFee

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

Overlap: XOEX, SCHD, VUG

Today

28.0%most shared, XOEX and SCHD

XOEXSCHDVUG

XOEX—28.0%9.5%

SCHD28.0%—0.8%

VUG9.5%0.8%—

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

XOEXWorst drop−7.3%12.0% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

SCHDXOEX

+34.6%Year to date+14.0%

2.9%Yield1.4%

+39.3%Past year+17.2%

0.06%Fee0.15%

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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XOEX, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three