Compare · 2 funds side by side · dividends reinvested

XTR and SCHD

XTRGlobal X×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

XTR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.1

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%$5M1.9

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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

XTR

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 8.4% in common

XTRMeasureSCHD

+9.4%Year to dateJan 1 → Nov 4+35.3%

+9.3%1 yearTotal return+41.6%

+19.7%3 years · per year$10,000 became $17,162 · $17,908+21.4%

+9.4%5 years · per year$10,000 became $15,645 · $16,881+11.0%

0.25%Expense ratio$25 · $6 a year on $10k · lower is better0.06%

16.26%Trailing 12-mo yield$1,626 · $291 a year on $10k2.91%

−8.5%Worst dropSmaller is better−6.9%

11.8%VolatilityLower is calmer11.5%

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

1–7SCHD 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 SCHD: Top 5 Holdings

Today

XTR

27.2%in top 5

SCHD

in top 521.6%

XTRStockSCHD

7.6%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common8.4%

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

XTR vs SCHD Returns, Every Period

Global XXTR

+9.4%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

XTRSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: XTR vs SCHD

YTD

Global XXTR

+9.4%

SCHDSchwab

+35.3%

+9.4%Year to date+35.3%

−8.5%Worst drop · 1Y−6.9%

11.8%Volatility · 1Y11.5%

16.3%Yield2.9%

$4.8MAssets$121B

3–1SCHD wins

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

Cost, Income and Risk

Fees: XTR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XTR0.25%$25

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

Yields: XTR, SCHD

16.26%highest, XTR

FundTrailing yieldYield$10k

XTR16.26%$1,626

SCHD2.91%$291

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

SCHD$291 − $6 = $285

KeptFee

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

Overlap: XTR, SCHD

Today

8.4%most shared, XTR and SCHD

XTRSCHD

XTR—8.4%

SCHD8.4%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

XTRWorst drop−8.5%11.8% vol

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

Paid More vs Made More

YTD

XTRSCHD

+9.4%Year to date+35.3%

16.3%Yield2.9%

+9.3%Past year+41.6%

0.25%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026