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$16,428SCHD · 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%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.4

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.35%+9.9%+14.2%+13.5%+7.1%−5.3%8.3%$3.3B1.6

Horizon Funds - Horizon High Income ETFIncome · Covered calls0.70%1.88%[…][…][…][…][…][…]$20M3.0

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

End-of-day Nov 10, 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 · $20M[…]

YLDY

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested · they hold 12.0% in common

YLDYMeasureSCHD

[…]Year to dateJan 1 → Nov 10+33.8%

[…]1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.70%Expense ratio$70 · $6 a year on $10k · lower is better0.06%

1.88%Trailing 12-mo yield$188 · $294 a year on $10k2.94%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

0–2SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

YLDY vs SCHD: Top 5 Holdings

Today

YLDY

20.9%in top 5

SCHD

in top 521.4%

YLDYStockSCHD

6.3%MSFTnot top 5

5.9%NVDAnot top 5

not top 5PG4.4%

4.4%GOOGLnot top 5

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

2.3%AVGOnot top 5

2.2%METAnot top 5

Held in common12.0%

End-of-day Nov 10, 2026 · share of each fund

YLDY vs SCHD Returns, Every Period

Horizon FundsYLDY

[…]

past year

SCHDSchwab

+38.8%

past year

Returns […]

YLDYSCHDFaded: behind in that period

0–0Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

YLDY vs XYLD

YTD

Horizon FundsYLDY

[…]

XYLDGlobal X

+9.9%

[…]Year to date+9.9%

[…]Worst drop · 1Y−5.3%

[…]Volatility · 1Y8.3%

1.9%Yield10.4%

$20.4MAssets$3.3B

1–0XYLD wins

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

Yields: YLDY, XYLD, SCHD

10.35%highest, XYLD

FundTrailing yieldYield$10k

XYLD10.35%$1,035

SCHD2.94%$294

YLDY1.88%$188

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$975most kept, XYLD

XYLD$1,035 − $60 = $975

SCHD$294 − $6 = $288

YLDY$188 − $70 = $118

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: YLDY, XYLD, SCHD

Today

58.7%most shared, YLDY and XYLD

YLDYXYLDSCHD

YLDY—58.7%12.0%

XYLD58.7%—8.5%

SCHD12.0%8.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.8%SCHD, at 11.8% volatility

XYLDWorst drop−5.3%8.3% vol

SCHDWorst drop−6.9%11.8% vol

YLDYWorst drop[…][…]

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

XYLDSCHD

+9.9%Year to date+33.8%

10.4%Yield2.9%

+14.2%Past year+38.8%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026