Compare · 3 funds side by side · dividends reinvested

XSW, SCHD and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,466VGT · best of the three

02 / 04

XSW, SCHD and VGT, 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

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−17.5%26.5%$155B1.8

State Street SPDR S&P Software & Services ETFSectors · Technology0.35%0.00%+8.9%+6.9%+19.5%+2.6%−30.6%31.2%$498M3.0

Rank among the three1st → 3rdFee, 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: XSW 2011 · SCHD 2011 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Software & Services ETF · $498M$11,355

XSW

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

XSWMeasureSCHD

+8.9%Year to dateJan 1 → Nov 5+32.3%

+6.9%1 yearTotal return+38.7%

+19.5%3 years · per year$10,000 became $17,060 · $17,414+20.3%

+2.6%5 years · per year$10,000 became $11,355 · $16,375+10.4%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $298 a year on $10k2.98%

−30.6%Worst dropSmaller is better−6.9%

31.2%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

XSW vs SCHD: Top 5 Holdings

Today

XSW

6.0%in top 5

SCHD

in top 521.7%

XSWStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.4%BRZEnot top 5

1.3%GDYNnot top 5

1.1%NTSKnot top 5

1.1%TTANnot top 5

1.1%PTCnot top 5

Held in common1.1%

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

XSW vs SCHD Returns, Every Period

SPDRXSW

+2.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

XSWSCHDFaded: behind in that period

0–4SCHD wins

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

Sector vs Income: XSW vs SCHD

YTD

SPDRXSW

+8.9%

SCHDSchwab

+32.3%

+8.9%Year to date+32.3%

−30.6%Worst drop · 1Y−6.9%

31.2%Volatility · 1Y11.7%

0.0%Yield3.0%

$498MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: XSW, SCHD, VGT

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VGT0.09%$9

XSW0.35%$35

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

Yields: XSW, SCHD, VGT

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VGT0.44%$44

XSW0.00%$0

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VGT$44 − $9 = $35

XSW$0 − $35 = −$35

KeptFee

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

Overlap: XSW, SCHD, VGT

Today

13.8%most shared, XSW and VGT

XSWSCHDVGT

XSW—1.1%13.8%

SCHD1.1%—2.2%

VGT13.8%2.2%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VGTWorst drop−17.5%26.5% vol

XSWWorst drop−30.6%31.2% vol

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

Paid More vs Made More

YTD

SCHDVGT

+32.3%Year to date+14.0%

3.0%Yield0.4%

+38.7%Past year+11.1%

0.06%Fee0.09%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

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