Compare · 3 funds side by side · dividends reinvested

XSW, SCHD and VYM

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,258VYM · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

XSW, SCHD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.9%+19.4%+19.6%+11.5%−6.7%10.8%$78.9B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.6

State Street SPDR S&P Software & Services ETFSectors · Technology0.35%0.00%+9.7%+7.5%+17.8%+2.5%−30.6%31.1%$501M3.0

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

End-of-day Nov 10, 2026 · returns include dividends · since: XSW 2011 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P Software & Services ETF · $501M$11,328

XSW

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

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

XSWMeasure

More Ways to See the Pairs

XSW vs SCHD: Top 5 Holdings

Today

XSW

6.1%in top 5

SCHD

in top 521.4%

XSWStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: XSW, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

XSW0.35%$35

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

Yields: XSW, SCHD, VYM

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

SCHD

+9.7%Year to dateJan 1 → Nov 10+33.8%

+7.5%1 yearTotal return+38.8%

+17.8%3 years · per year$10,000 became $16,330 · $17,062+19.5%

+2.5%5 years · per year$10,000 became $11,328 · $16,428+10.4%

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

0.00%Trailing 12-mo yield$0 · $294 a year on $10k2.94%

−30.6%Worst dropSmaller is better−6.9%

31.1%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.4%BRZEnot top 5

1.2%GDYNnot top 5

1.2%VIAnot top 5

1.1%NTSKnot top 5

1.1%PTCnot top 5

Held in common1.1%

End-of-day Nov 10, 2026 · share of each fund

XSW vs SCHD Returns, Every Period

5Y

SPDRXSW

+2.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

XSWSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Sector vs Income: XSW vs SCHD

YTD

SPDRXSW

+9.7%

SCHDSchwab

+33.8%

+9.7%Year to date+33.8%

−30.6%Worst drop · 1Y−6.9%

31.1%Volatility · 1Y11.8%

0.0%Yield2.9%

$501MAssets$123B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

VYM2.25%$225

XSW0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

VYM$225 − $4 = $221

XSW$0 − $35 = −$35

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: XSW, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

XSWSCHDVYM

XSW—1.1%1.9%

SCHD1.1%—21.9%

VYM1.9%21.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

XSWWorst drop−30.6%31.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVYM

+33.8%Year to date+15.9%

2.9%Yield2.2%

+38.8%Past year+19.4%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

XSW, SCHD and VYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three