Compare · 3 funds side by side · dividends reinvested

XTAP, SCHD and VUG

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,697XTAP · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

XTAP, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.6

Innovator U.S. Equity Accelerated Plus ETFUS Stock Styles · Large cap0.79%0.00%+15.7%+17.6%+18.9%+10.8%−2.1%5.4%$19M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: XTAP 2021 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Innovator U.S. Equity Accelerated Plus ETF · $19M$16,697

XTAP

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

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

XTAP

More Ways to See the Pairs

XTAP vs SCHD: Top 5 Holdings

Today

XTAP

100.9%in top 5

SCHD

in top 521.7%

XTAPStockSCHD

100.9%VOOnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

Cost, Income and Risk

Fees: XTAP, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

XTAP0.79%$79

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: XTAP, SCHD, VUG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SCHD

+15.7%Year to dateJan 1 → Nov 12+34.2%

+17.6%1 yearTotal return+36.8%

+18.9%3 years · per year$10,000 became $16,811 · $17,257+19.9%

+10.8%5 years · per year$10,000 became $16,697 · $16,429+10.4%

0.79%Expense ratio$79 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $293 a year on $10k2.93%

−2.1%Worst dropSmaller is better−6.9%

5.4%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

XTAP vs SCHD Returns, Every Period

5Y

InnovatorXTAP

+10.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

XTAPSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: XTAP vs SCHD

YTD

InnovatorXTAP

+15.7%

SCHDSchwab

+34.2%

+15.7%Year to date+34.2%

−2.1%Worst drop · 1Y−6.9%

5.4%Volatility · 1Y11.7%

0.0%Yield2.9%

$18.7MAssets$123B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

VUG0.41%$41

XTAP0.00%$0

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

VUG$41 − $3 = $38

XTAP$0 − $79 = −$79

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: XTAP, SCHD, VUG

Today

0.8%most shared, SCHD and VUG

XTAPSCHDVUG

XTAP—0.0%0.0%

SCHD0.0%—0.8%

VUG0.0%0.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

XTAPWorst drop−2.1%5.4% vol

SCHDWorst drop−6.9%11.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDXTAP

+34.2%Year to date+15.7%

2.9%Yield0.0%

+36.8%Past year+17.6%

0.06%Fee0.79%

4–0SCHD wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

Loading…

XTAP, SCHD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three