Compare · 2 funds side by side · dividends reinvested

XSW and SCHD

XSWSPDR×SCHDSchwab×
$5k$7.5k$10k$12.5k$15k$17.5kLow $8,959 · 2022SCHD$16,267XSW$11,226Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two
02 / 04

XSW and SCHD, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.0
State Street SPDR S&P Software & Services ETFSectors · Technology0.35%0.00%+8.3%+4.5%+19.4%+2.3%−30.6%31.1%$507M2.0
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: XSW 2011 · SCHD 2011
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Head to Head

5Y
Schwab U.S. Dividend Equity ETF · $120B$16,267
SCHD
XSW
State Street SPDR S&P Software & Services ETF · $507M$11,226

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

SCHDMeasureXSW
+31.4%Year to dateJan 1 → Nov 6+8.3%
+37.0%1 yearTotal return+4.5%
+20.0%3 years · per year$10,000 became $17,266 · $17,037+19.4%
+10.2%5 years · per year$10,000 became $16,267 · $11,226+2.3%
0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%
3.00%Trailing 12-mo yield$300 · $0 a year on $10k0.00%
−6.9%Worst dropSmaller is better−30.6%
11.7%VolatilityLower is calmer31.1%
SCHDXSW Winner of the row, in its colourEach row: the bigger of the two fills its side
8–0SCHD wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

SCHD vs XSW: Top 5 Holdings

Today
21.4%in top 5
XSW
in top 56.1%
SCHDStockXSW
4.5%PGnot top 5
4.3%HDnot top 5
4.3%TXNnot top 5
4.3%KOnot top 5
4.1%AMGNnot top 5
not top 5BRZE1.4%
not top 5GDYN1.3%
not top 5APPN1.2%
not top 5PTC1.1%
not top 5ACN1.1%
Held in common1.1%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SCHD vs XSW Returns, Every Period

5Y
SchwabSCHD
+10.2%
5 years, per year
XSWSPDR
+2.3%
5 years, per year
0%+10%+20%+30%+40%+31.4%+8.3%YTD+37.0%+4.5%1 year+20.0%+19.4%3 yrs · yr+10.2%+2.3%5 yrs · yr
SCHDXSWFaded: behind in that period
4–0SCHD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Income vs Sector: SCHD vs XSW

YTD
SchwabSCHD
+31.4%
XSWSPDR
+8.3%
Jan 1Nov 6+31.4%+8.3%
+31.4%Year to date+8.3%
−6.9%Worst drop · 1Y−30.6%
11.7%Volatility · 1Y31.1%
3.0%Yield0.0%
$120BAssets$507M
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: XSW, SCHD

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
XSW0.35%$35
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: XSW, SCHD

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
XSW0.00%$0
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
XSW$0 − $35 = −$35
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: XSW, SCHD

Today
1.1%most shared, XSW and SCHD
XSWSCHD
XSW—1.1%
SCHD1.1%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%0%10%20%30%40%Volatility · 1 year → bumpierSCHD +37.0%XSW +4.5%
SCHDWorst drop−6.9%11.7% vol
XSWWorst drop−30.6%31.1% vol
End-of-day Nov 6, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 6+31.4%+8.3%
+31.4%Year to date+8.3%
3.0%Yield0.0%
+37.0%Past year+4.5%
0.06%Fee0.35%
4–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$182BAssets$819B
2–0SPYM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com