Compare · 3 funds side by side · dividends reinvested

YLDY, XYLD and SCHD

YLDYHorizon Funds×XYLDGlobal X×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

YLDY, XYLD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.59%+7.5%+11.7%+13.3%+6.7%−5.3%8.0%$3.3B1.6

Horizon Funds - Horizon High Income ETFIncome · Covered calls0.70%1.91%[…][…][…][…][…][…]$21M3.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: YLDY 2026 · XYLD 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Funds - Horizon High Income ETF · $21M[…]

YLDY

XYLD

Global X - S&P 500 Covered Call ETF · $3.3B$13,806

$10,000 five years ago, dividends reinvested · they hold 59.3% in common

YLDYMeasureXYLD

[…]Year to dateJan 1 → Nov 5+7.5%

[…]1 yearTotal return+11.7%

[…]3 years · per year$10,000 became […] · $14,532+13.3%

[…]5 years · per year$10,000 became […] · $13,806+6.7%

0.70%Expense ratio$70 · $60 a year on $10k · lower is better0.60%

1.91%Trailing 12-mo yield$191 · $1,059 a year on $10k10.59%

[…]Worst dropSmaller is better−5.3%

[…]VolatilityLower is calmer8.0%

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

0–2XYLD wins

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

More Ways to See the Pairs

YLDY vs XYLD: Top 5 Holdings

Today

YLDY

21.3%in top 5

XYLD

in top 528.0%

YLDYStockXYLD

not top 5AAPL7.8%

6.4%NVDA7.4%

6.2%MSFT6.3%

4.3%GOOGL2.6%

not top 5AMZN4.0%

2.3%AVGOnot top 5

2.1%JPMnot top 5

Held in common59.3%

End-of-day Nov 5, 2026 · share of each fund

YLDY vs XYLD Returns, Every Period

Horizon FundsYLDY

[…]

past year

XYLDGlobal X

+11.7%

past year

Returns […]

YLDYXYLDFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

YLDY vs XYLD

YTD

Horizon FundsYLDY

[…]

XYLDGlobal X

+7.5%

[…]Year to date+7.5%

[…]Worst drop · 1Y−5.3%

[…]Volatility · 1Y8.0%

1.9%Yield10.6%

$20.9MAssets$3.3B

1–0XYLD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: YLDY, XYLD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XYLD0.60%$60

YLDY0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: YLDY, XYLD, SCHD

10.59%highest, XYLD

FundTrailing yieldYield$10k

XYLD10.59%$1,059

SCHD2.98%$298

YLDY1.91%$191

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$999most kept, XYLD

XYLD$1,059 − $60 = $999

SCHD$298 − $6 = $292

YLDY$191 − $70 = $121

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: YLDY, XYLD, SCHD

Today

59.3%most shared, YLDY and XYLD

YLDYXYLDSCHD

YLDY—59.3%12.0%

XYLD59.3%—8.5%

SCHD12.0%8.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

XYLDWorst drop−5.3%8.0% vol

SCHDWorst drop−6.9%11.7% vol

YLDYWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XYLDSCHD

+7.5%Year to date+32.3%

10.6%Yield3.0%

+11.7%Past year+38.7%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026