Compare · 3 funds side by side · dividends reinvested

XRMI, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

XRMI, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.0

Global X - S&P 500 Risk Managed Income ETFIncome · Dividend stocks0.60%12.45%+5.3%+7.9%+9.9%+2.8%−5.0%5.6%$62M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: XRMI 2021 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Global X - S&P 500 Risk Managed Income ETF · $62M$11,471

XRMI

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

XRMIMeasureSCHD

+5.3%Year to dateJan 1 → Nov 3+32.8%

+7.9%1 yearTotal return+37.6%

+9.9%3 years · per year$10,000 became $13,261 · $17,784+21.2%

+2.8%5 years · per year$10,000 became $11,471 · $16,352+10.3%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

12.45%Trailing 12-mo yield$1,245 · $297 a year on $10k2.97%

−5.0%Worst dropSmaller is better−6.9%

5.6%VolatilityLower is calmer11.4%

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

3–5SCHD wins

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

More Ways to See the Pairs

XRMI vs SCHD: Top 5 Holdings

Today

XRMI

27.3%in top 5

SCHD

in top 521.4%

XRMIStockSCHD

7.7%AAPLnot top 5

7.6%NVDAnot top 5

5.9%MSFTnot top 5

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

3.6%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common8.6%

End-of-day Nov 3, 2026 · share of each fund

XRMI vs SCHD Returns, Every Period

Global XXRMI

+2.8%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

XRMISCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

XRMI vs SCHD

YTD

Global XXRMI

+5.3%

SCHDSchwab

+32.8%

+5.3%Year to date+32.8%

−5.0%Worst drop · 1Y−6.9%

5.6%Volatility · 1Y11.4%

12.4%Yield3.0%

$62.3MAssets$121B

3–1XRMI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XRMI, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

XRMI0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XRMI, SCHD, VOO

12.45%highest, XRMI

FundTrailing yieldYield$10k

XRMI12.45%$1,245

SCHD2.97%$297

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,185most kept, XRMI

XRMI$1,245 − $60 = $1,185

SCHD$297 − $6 = $291

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XRMI, SCHD, VOO

Today

94.0%most shared, XRMI and VOO

XRMISCHDVOO

XRMI—8.6%94.0%

SCHD8.6%—7.6%

VOO94.0%7.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

XRMIWorst drop−5.0%5.6% vol

SCHDWorst drop−6.9%11.4% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XRMISCHD

+5.3%Year to date+32.8%

12.4%Yield3.0%

+7.9%Past year+37.6%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026