XLSR vs SCHD5YXLSRXLSRAvsBSCHDSCHDState Street US Sector Rotation ETF · $1.1BSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+16.4%3 years · per year$15,790 · $17,374+20.2%+8.2%5 years · per year$14,800 · $16,418+10.4%Cost and income0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%0.41%12-mo yield$41 · $292 on $10k
Overlap: XLSR, SCHD, IJHToday3.4%most shared, SCHD and IJHXLSRSCHDIJHXLSR—0.1%0.0%SCHD0.1%—3.4%IJH0.0%3.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
XLSR vs SCHD5YAXLSRUS Sector Rotation$14,800vsSCHDBSchwab U.S. Dividend Equity$16,418$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2AXLSRState Street US Sector Rotation ETFReadDesk0.70%0.41%−0.4%+4.9%+5.6%+16.4%+8.2%−11.1%$1.1B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2AXLSRState Street US Sector Rotation ETFReadDesk0.70%0.41%−0.4%+4.9%+5.6%+16.4%+8.2%−11.1%$1.1B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: XLSR, SCHD, IJHToday3.4%most shared, SCHD and IJHXLSRSCHDIJHXLSR—0.1%0.0%SCHD0.1%—3.4%IJH0.0%3.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286IJH$122 − $5 = $117XLSR$41 − $70 = −$29KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee