XOEX vs SCHD5YXOEXXOEXAvsBSCHDSCHDXtrackers S&P 100 Ex Top 20 ETF · $281MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+19.2%3 years · per year$16,948 · $17,234+19.9%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%1.44%12-mo yield$144 · $293 on $10k2.93%
Overlap: XOEX, SCHD, VUGToday28.0%most shared, XOEX and SCHDXOEXSCHDVUGXOEX—28.0%9.5%SCHD28.0%—0.8%VUG9.5%0.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
XOEX vs SCHD5YAXOEXXtrackers S&P 100 Ex Top 20[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureXOEXSCHDFee0.15%0.06%Cost on $10k a year$15$6Yield1.44%2.93%5 years, per year[…]+10.4%3 years, per year+19.2%+19.9%Worst drop · 1Y−7.3%−6.9%Volatility · 1Y12.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3AXOEXXtrackers S&P 100 Ex Top 20 ETFReadDesk0.15%1.44%+0.9%+14.0%+17.2%+19.2%new−7.3%$281MEnd-of-day Nov 11, 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▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B3AXOEXXtrackers S&P 100 Ex Top 20 ETFReadDesk0.15%1.44%+0.9%+14.0%+17.2%+19.2%new−7.3%$281MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: XOEX, SCHD, VUGToday28.0%most shared, XOEX and SCHDXOEXSCHDVUGXOEX—28.0%9.5%SCHD28.0%—0.8%VUG9.5%0.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287XOEX$144 − $15 = $129VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee