XLE vs SCHD

AXLE

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$26,887XLE · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 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

+20.1%3 years · per year$17,324 · $17,784+21.2%

+21.9%5 years · per year$26,887 · $16,352+10.3%

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

2.28%12-mo yield$228 · $297 on $10k2.97%

−15.0%Worst dropSmaller wins−6.9%

22.6%VolatilityLower wins11.4%

1–5SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsXLE · SCHD

18.3%CVX4.2%

7.2%COP4.1%

4.1%EOG1.9%

3.8%SLB1.8%

Held in common15.1%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
4	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B

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

All Four

5Y4 funds

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.28%	−0.8%	+52.1%	+55.6%	+20.1%	+21.9%	−15.0%	$44.6B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
4	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B

End-of-day Nov 3, 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

$26,887

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureXLESCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield2.28%2.97%

5 years, per year+21.9%+10.3%

3 years, per year+20.1%+21.2%

Worst drop · 1Y−15.0%−6.9%

Volatility · 1Y22.6%11.4%

5–1measures won
SCHD first

15.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: XLE, SCHD, VIG, XLF

Today

19.5%most shared, VIG and XLF

XLESCHDVIGXLF

XLE—15.1%3.5%0.0%

SCHD15.1%—14.5%3.4%

VIG3.5%14.5%—19.5%

XLF0.0%3.4%19.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

XLE$228 − $8 = $220

VIG$147 − $4 = $143

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee