SCHD vs XLE

ASCHD

BXLE

Measures won5–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common14.2%SCHD and XLE

SCHD

XLE

Schwab U.S. Dividend Equity ETF · $120BState Street Energy Select Sector SPDR ETF · $42.0B

+20.0%3 years · per year$17,266 · $15,939+16.8%

+10.2%5 years · per year$16,267 · $25,568+20.7%

0.06%Expense ratio$6 · $8 on $10k · lower wins0.08%

3.00%12-mo yield$300 · $247 on $10k2.47%

−6.9%Worst dropSmaller wins−15.0%

11.7%VolatilityLower wins23.3%

5–1SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · XLE

4.0%CVX18.8%

3.9%COP7.3%

1.8%EOG4.1%

1.8%SLB3.9%

Held in common14.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs XLE

SCHD

Schwab U.S. Dividend Equity

$16,267

XLE

Energy Select Sector SPDR

$25,569

MeasureSCHDXLE

Fee0.06%0.08%

Cost on $10k a year$6$8

Yield3.00%2.47%

5 years, per year+10.2%+20.7%

3 years, per year+20.0%+16.8%

Worst drop · 1Y−6.9%−15.0%

Volatility · 1Y11.7%23.3%

5–1measures won
SCHD first

14.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE 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

Overlap: SCHD, XLE

Today

14.2%most shared, SCHD and XLE

SCHDXLE

SCHD—14.2%

XLE14.2%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

XLE$247 − $8 = $239

KeptFee

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