Compare · 2 funds side by side · dividends reinvested

XSHD and SCHD

XSHDInvesco×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

XSHD 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%$121B1.1

Invesco S&P SmallCap High Dividend Low Volatility ETFIncome · Dividend stocks0.30%4.93%+9.6%+12.1%+5.7%−3.8%−13.3%14.7%$65M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: XSHD 2016 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap High Dividend Low Volatility ETF · $65M$8,236

XSHD

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

XSHDMeasureSCHD

+9.6%Year to dateJan 1 → Nov 4+35.3%

+12.1%1 yearTotal return+41.6%

+5.7%3 years · per year$10,000 became $11,813 · $17,908+21.4%

−3.8%5 years · per year$10,000 became $8,236 · $16,881+11.0%

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

4.93%Trailing 12-mo yield$493 · $291 a year on $10k2.91%

−13.3%Worst dropSmaller is better−6.9%

14.7%VolatilityLower is calmer11.5%

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

1–7SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XSHD vs SCHD: Top 5 Holdings

Today

XSHD

17.0%in top 5

SCHD

in top 521.6%

XSHDStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.7%RITMnot top 5

3.6%CAGnot top 5

3.3%MRPnot top 5

3.3%IIPRnot top 5

3.1%EFCnot top 5

Held in common0.3%

End-of-day Nov 4, 2026 · share of each fund

XSHD vs SCHD Returns, Every Period

InvescoXSHD

−3.8%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

XSHDSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

XSHD vs SCHD

YTD

InvescoXSHD

+9.6%

SCHDSchwab

+35.3%

+9.6%Year to date+35.3%

−13.3%Worst drop · 1Y−6.9%

14.7%Volatility · 1Y11.5%

4.9%Yield2.9%

$65.0MAssets$121B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XSHD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XSHD0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XSHD, SCHD

4.93%highest, XSHD

FundTrailing yieldYield$10k

XSHD4.93%$493

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$463most kept, XSHD

XSHD$493 − $30 = $463

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XSHD, SCHD

Today

0.3%most shared, XSHD and SCHD

XSHDSCHD

XSHD—0.3%

SCHD0.3%—

End-of-day Nov 4, 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

XSHDWorst drop−13.3%14.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XSHDSCHD

+9.6%Year to date+35.3%

4.9%Yield2.9%

+12.1%Past year+41.6%

0.30%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026