Compare · 2 funds side by side · dividends reinvested

XRLX and SCHD

XRLXFundX×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

XRLX and SCHD, 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%$123B1.3

FundX Investment Conservative ETFUnsorted1.20%2.74%+1.4%+2.7%+12.1%[…]−6.5%10.6%$45M1.7

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: XRLX 2002 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

FundX Investment Conservative ETF · $45M[…]

XRLX

SCHD

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

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

XRLXMeasureSCHD

+1.4%Year to dateJan 1 → Nov 5+32.3%

+2.7%1 yearTotal return+38.7%

+12.1%3 years · per year$10,000 became $14,105 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

1.20%Expense ratio$120 · $6 a year on $10k · lower is better0.06%

2.74%Trailing 12-mo yield$274 · $298 a year on $10k2.98%

−6.5%Worst dropSmaller is better−6.9%

10.6%VolatilityLower is calmer11.7%

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

2–5SCHD wins

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

More Ways to See the Pairs

XRLX vs SCHD: Top 5 Holdings

Today

XRLX

37.8%in top 5

SCHD

in top 521.7%

XRLXStockSCHD

9.5%VUGnot top 5

8.8%IWDnot top 5

6.7%HYSnot top 5

6.6%AORnot top 5

6.3%VLUEnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.0%

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

XRLX vs SCHD Returns, Every Period

FundXXRLX

+2.7%

past year

SCHDSchwab

+38.7%

past year

XRLXSCHDFaded: behind in that period

0–3SCHD wins

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

Unsorted vs Income: XRLX vs SCHD

YTD

FundXXRLX

+1.4%

SCHDSchwab

+32.3%

+1.4%Year to date+32.3%

−6.5%Worst drop · 1Y−6.9%

10.6%Volatility · 1Y11.7%

2.7%Yield3.0%

$45.0MAssets$123B

2–2level

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

Cost, Income and Risk

Fees: XRLX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XRLX1.20%$120

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

Yields: XRLX, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

XRLX2.74%$274

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

XRLX$274 − $120 = $154

KeptFee

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

Overlap: XRLX, SCHD

Today

0.0%most shared, XRLX and SCHD

XRLXSCHD

XRLX—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

XRLXWorst drop−6.5%10.6% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

SCHDXRLX

+32.3%Year to date+1.4%

3.0%Yield2.7%

+38.7%Past year+2.7%

0.06%Fee1.20%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026