Compare · 3 funds side by side · dividends reinvested

XYLD, PSTR and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

XYLD, PSTR 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%$120B1.8

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.55%+7.8%+11.8%+13.2%+6.7%−5.3%8.0%$3.4B1.9

Peakshares Sector Rotation ETFIncome · Covered calls2.88%5.00%+10.3%+12.9%[…][…]−6.7%10.8%$68M2.2

Rank among the three1st → 3rdFee, 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: XYLD 2013 · PSTR 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - S&P 500 Covered Call ETF · $3.4B$13,854

XYLD

PSTR

Peakshares Sector Rotation ETF · $68M[…]

$10,000 five years ago, dividends reinvested · they hold 20.3% in common

XYLDMeasurePSTR

+7.8%Year to dateJan 1 → Nov 6+10.3%

+11.8%1 yearTotal return+12.9%

+13.2%3 years · per year$10,000 became $14,499 · […][…]

+6.7%5 years · per year$10,000 became $13,854 · […][…]

0.60%Expense ratio$60 · $288 a year on $10k · lower is better2.88%

10.55%Trailing 12-mo yield$1,055 · $500 a year on $10k5.00%

−5.3%Worst dropSmaller is better−6.7%

8.0%VolatilityLower is calmer10.8%

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

4–2XYLD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XYLD vs PSTR: Top 5 Holdings

Today

XYLD

27.8%in top 5

PSTR

in top 538.9%

XYLDStockPSTR

not top 5XLF10.3%

not top 5XLV8.3%

7.9%AAPLnot top 5

not top 5VGT7.8%

not top 5XLK6.9%

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5XLP5.5%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common20.3%

End-of-day Nov 6, 2026 · share of each fund

XYLD vs PSTR Returns, Every Period

Global XXYLD

+11.8%

past year

PSTRPeakShares

+12.9%

past year

XYLDPSTRFaded: behind in that period

0–2PSTR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XYLD vs PSTR

YTD

Global XXYLD

+7.8%

PSTRPeakShares

+10.3%

+7.8%Year to date+10.3%

−5.3%Worst drop · 1Y−6.7%

8.0%Volatility · 1Y10.8%

10.6%Yield5.0%

$3.4BAssets$67.7M

3–1XYLD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XYLD, PSTR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XYLD0.60%$60

PSTR2.88%$288

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XYLD, PSTR, SCHD

10.55%highest, XYLD

FundTrailing yieldYield$10k

XYLD10.55%$1,055

PSTR5.00%$500

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$995most kept, XYLD

XYLD$1,055 − $60 = $995

SCHD$300 − $6 = $294

PSTR$500 − $288 = $212

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XYLD, PSTR, SCHD

Today

20.3%most shared, XYLD and PSTR

XYLDPSTRSCHD

XYLD—20.3%8.6%

PSTR20.3%—4.8%

SCHD8.6%4.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

XYLDWorst drop−5.3%8.0% vol

PSTRWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XYLDSCHD

+7.8%Year to date+31.4%

10.6%Yield3.0%

+11.8%Past year+37.0%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026