XLE vs SCHD

AXLE

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common15.1%XLE and SCHD

XLE

SCHD

State Street Energy Select Sector SPDR ETF · $44.6BSchwab U.S. Dividend Equity ETF · $121B

+18.0%3 years · per year$16,447 · $17,908+21.4%

+21.4%5 years · per year$26,379 · $16,881+11.0%

0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%

2.40%12-mo yield$240 · $291 on $10k2.91%

−15.0%Worst dropSmaller wins−6.9%

23.2%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLE · SCHD

18.4%CVX4.2%

7.2%COP4.1%

4.0%EOG1.9%

3.8%SLB1.8%

Held in common15.1%

End-of-day Nov 4, 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	AXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.6B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.6B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLE vs SCHD

XLE

Energy Select Sector SPDR

$26,379

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureXLESCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield2.40%2.91%

5 years, per year+21.4%+11.0%

3 years, per year+18.0%+21.4%

Worst drop · 1Y−15.0%−6.9%

Volatility · 1Y23.2%11.5%

5–1measures won
SCHD first

15.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.6BAssets$10.4B

2–0XLE 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: XLE, SCHD

Today

15.1%most shared, XLE and SCHD

XLESCHD

XLE—15.1%

SCHD15.1%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

XLE$240 − $8 = $232

KeptFee

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