Compare · 3 funds side by side · dividends reinvested

XSLV, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

XSLV, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

Invesco S&P SmallCap Low Volatility ETFUS Stock Styles · Small cap0.25%2.36%+13.8%+17.2%+12.4%+3.2%−9.5%13.2%$238M2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: XSLV 2013 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P SmallCap Low Volatility ETF · $238M$11,734

XSLV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

XSLVMeasureSCHD

+13.8%Year to dateJan 1 → Nov 9+33.2%

+17.2%1 yearTotal return+39.1%

+12.4%3 years · per year$10,000 became $14,202 · $17,123+19.6%

+3.2%5 years · per year$10,000 became $11,733 · $16,459+10.5%

0.25%Expense ratio$25 · $6 a year on $10k · lower is better0.06%

2.36%Trailing 12-mo yield$236 · $296 a year on $10k2.96%

−9.5%Worst dropSmaller is better−6.9%

13.2%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XSLV vs SCHD: Top 5 Holdings

Today

XSLV

6.2%in top 5

SCHD

in top 521.4%

XSLVStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

1.4%PECOnot top 5

1.3%LTCnot top 5

1.2%IVTnot top 5

1.2%AVAnot top 5

1.1%APLEnot top 5

Held in common0.5%

End-of-day Nov 9, 2026 · share of each fund

XSLV vs SCHD Returns, Every Period

InvescoXSLV

+3.2%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

XSLVSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: XSLV vs SCHD

YTD

InvescoXSLV

+13.8%

SCHDSchwab

+33.2%

+13.8%Year to date+33.2%

−9.5%Worst drop · 1Y−6.9%

13.2%Volatility · 1Y11.8%

2.4%Yield3.0%

$238MAssets$120B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XSLV, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

XSLV0.25%$25

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: XSLV, SCHD, VUG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

XSLV2.36%$236

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

XSLV$236 − $25 = $211

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: XSLV, SCHD, VUG

Today

0.8%most shared, SCHD and VUG

XSLVSCHDVUG

XSLV—0.5%0.0%

SCHD0.5%—0.8%

VUG0.0%0.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

XSLVWorst drop−9.5%13.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDXSLV

+33.2%Year to date+13.8%

3.0%Yield2.4%

+39.1%Past year+17.2%

0.06%Fee0.25%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026