Compare · 2 funds side by side · dividends reinvested

XSVN and SCHD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

XSVN and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BondBloxx Bloomberg Seven Year Target Duration US Treasury ETFBonds & Cash · Treasuries0.05%4.10%−1.1%−0.4%+4.5%[…]−6.7%4.9%$602M1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: XSVN 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF · $602M[…]

XSVN

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

XSVNMeasureSCHD

−1.1%Year to dateJan 1 → Nov 6+31.4%

−0.4%1 yearTotal return+37.0%

+4.5%3 years · per year$10,000 became $11,403 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.05%Expense ratio$5 · $6 a year on $10k · lower is better0.06%

4.10%Trailing 12-mo yield$410 · $300 a year on $10k3.00%

−6.7%Worst dropSmaller is better−6.9%

4.9%VolatilityLower is calmer11.7%

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

4–3XSVN wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XSVN vs SCHD: Top 5 Holdings

Today

XSVN

0.4%in top 5

SCHD

in top 521.4%

XSVNStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

0.4%USDnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

XSVN vs SCHD Returns, Every Period

BondBloxxXSVN

−0.4%

past year

SCHDSchwab

+37.0%

past year

XSVNSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Income: XSVN vs SCHD

YTD

BondBloxxXSVN

−1.1%

SCHDSchwab

+31.4%

−1.1%Year to date+31.4%

−6.7%Worst drop · 1Y−6.9%

4.9%Volatility · 1Y11.7%

4.1%Yield3.0%

$602MAssets$120B

3–1XSVN wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XSVN, SCHD

Today

0.05%lowest, XSVN

FundExpense ratioFee$10k

XSVN0.05%$5

SCHD0.06%$6

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XSVN, SCHD

4.10%highest, XSVN

FundTrailing yieldYield$10k

XSVN4.10%$410

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$405most kept, XSVN

XSVN$410 − $5 = $405

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XSVN, SCHD

Today

0.0%most shared, XSVN and SCHD

XSVNSCHD

XSVN—0.0%

SCHD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

XSVNWorst drop−6.7%4.9% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XSVNSCHD

−1.1%Year to date+31.4%

4.1%Yield3.0%

−0.4%Past year+37.0%

0.05%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026