Compare · 2 funds side by side · dividends reinvested

XTR and SCHB

XTRGlobal X×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

XTR and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.4

Global X S&P 500 Tail Risk ETFUS Stock Styles · Large cap0.25%16.26%+9.4%+9.3%+19.7%+9.4%−8.5%11.8%$5M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: XTR 2021 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Global X S&P 500 Tail Risk ETF · $5M$15,645

XTR

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 89.0% in common

XTRMeasureSCHB

+9.4%Year to dateJan 1 → Nov 4+13.3%

+9.3%1 yearTotal return+13.3%

+19.7%3 years · per year$10,000 became $17,162 · $19,056+24.0%

+9.4%5 years · per year$10,000 became $15,645 · $17,270+11.5%

0.25%Expense ratio$25 · $3 a year on $10k · lower is better0.03%

16.26%Trailing 12-mo yield$1,626 · $104 a year on $10k1.04%

−8.5%Worst dropSmaller is better−8.9%

11.8%VolatilityLower is calmer13.1%

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

3–5SCHB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XTR vs SCHB: Top 5 Holdings

Today

XTR

27.2%in top 5

SCHB

in top 524.4%

XTRStockSCHB

7.6%NVDA6.8%

7.4%AAPL6.6%

5.9%MSFT5.3%

3.8%AMZN3.4%

2.5%GOOGL2.2%

Held in common89.0%

End-of-day Nov 4, 2026 · share of each fund

XTR vs SCHB Returns, Every Period

Global XXTR

+9.4%

5 years, per year

SCHBSchwab

+11.5%

5 years, per year

XTRSCHBFaded: behind in that period

0–4SCHB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

XTR vs SCHB

YTD

Global XXTR

+9.4%

SCHBSchwab

+13.3%

+9.4%Year to date+13.3%

−8.5%Worst drop · 1Y−8.9%

11.8%Volatility · 1Y13.1%

16.3%Yield1.0%

$4.8MAssets$44.0B

3–1XTR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XTR, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

XTR0.25%$25

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XTR, SCHB

16.26%highest, XTR

FundTrailing yieldYield$10k

XTR16.26%$1,626

SCHB1.04%$104

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,601most kept, XTR

XTR$1,626 − $25 = $1,601

SCHB$104 − $3 = $101

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XTR, SCHB

Today

89.0%most shared, XTR and SCHB

XTRSCHB

XTR—89.0%

SCHB89.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

XTRWorst drop−8.5%11.8% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XTRSCHB

+9.4%Year to date+13.3%

16.3%Yield1.0%

+9.3%Past year+13.3%

0.25%Fee0.03%

3–1SCHB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026