Compare · 3 funds side by side · dividends reinvested

XYLD, SCHD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

XYLD, SCHD and VIG, 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%$123B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.0

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.20%+11.6%+15.6%+14.9%+7.5%−5.3%7.1%$3.3B2.3

Rank among the three1st → 3rdFee, 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: XYLD 2013 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Global X - S&P 500 Covered Call ETF · $3.3B$14,358

XYLD

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

XYLDMeasureSCHD

+11.6%Year to dateJan 1 → Nov 4+35.3%

+15.6%1 yearTotal return+41.6%

+14.9%3 years · per year$10,000 became $15,175 · $17,908+21.4%

+7.5%5 years · per year$10,000 became $14,358 · $16,881+11.0%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

10.20%Trailing 12-mo yield$1,020 · $291 a year on $10k2.91%

−5.3%Worst dropSmaller is better−6.9%

7.1%VolatilityLower is calmer11.5%

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

3–5SCHD wins

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

More Ways to See the Pairs

XYLD vs SCHD: Top 5 Holdings

Today

XYLD

27.5%in top 5

SCHD

in top 521.6%

XYLDStockSCHD

7.7%NVDAnot top 5

7.5%AAPLnot top 5

6.0%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 common8.5%

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

XYLD vs SCHD Returns, Every Period

Global XXYLD

+7.5%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

XYLDSCHDFaded: behind in that period

0–4SCHD wins

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

XYLD vs SCHD

YTD

Global XXYLD

+11.6%

SCHDSchwab

+35.3%

+11.6%Year to date+35.3%

−5.3%Worst drop · 1Y−6.9%

7.1%Volatility · 1Y11.5%

10.2%Yield2.9%

$3.3BAssets$123B

3–1XYLD wins

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

Cost, Income and Risk

Fees: XYLD, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

XYLD0.60%$60

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

Yields: XYLD, SCHD, VIG

10.20%highest, XYLD

FundTrailing yieldYield$10k

XYLD10.20%$1,020

SCHD2.91%$291

VIG1.44%$144

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

Income After Fees on $10,000

$960most kept, XYLD

XYLD$1,020 − $60 = $960

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

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

Overlap: XYLD, SCHD, VIG

Today

42.7%most shared, XYLD and VIG

XYLDSCHDVIG

XYLD—8.5%42.7%

SCHD8.5%—14.5%

VIG42.7%14.5%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

XYLDWorst drop−5.3%7.1% vol

VIGWorst drop−7.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

XYLDSCHD

+11.6%Year to date+35.3%

10.2%Yield2.9%

+15.6%Past year+41.6%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026