Compare · 2 funds side by side · dividends reinvested

AADR and SCHD

AADRAdvisorShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

AADR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.0

AdvisorShares Dorsey WrightUnsorted1.10%1.20%−6.6%−4.5%+20.2%+5.8%−19.3%21.4%$34M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AADR 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

AdvisorShares Dorsey Wright · $34M$13,265

AADR

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AADRMeasureSCHD

−6.6%Year to dateJan 1 → Nov 4+35.3%

−4.5%1 yearTotal return+41.6%

+20.2%3 years · per year$10,000 became $17,367 · $17,908+21.4%

+5.8%5 years · per year$10,000 became $13,265 · $16,881+11.0%

1.10%Expense ratio$110 · $6 a year on $10k · lower is better0.06%

1.20%Trailing 12-mo yield$120 · $291 a year on $10k2.91%

−19.3%Worst dropSmaller is better−6.9%

21.4%VolatilityLower is calmer11.5%

AADRSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

0–8SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AADR vs SCHD: Top 5 Holdings

Today

AADR

20.6%in top 5

SCHD

in top 521.7%

AADRStockSCHD

4.9%BBVAnot top 5

4.8%MUFGnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.7%GMABnot top 5

3.7%BCSnot top 5

3.4%BVNnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

AADR vs SCHD Returns, Every Period

AdvisorSharesAADR

+5.8%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

AADRSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: AADR vs SCHD

YTD

AdvisorSharesAADR

−6.6%

SCHDSchwab

+35.3%

−6.6%Year to date+35.3%

−19.3%Worst drop · 1Y−6.9%

21.4%Volatility · 1Y11.5%

1.2%Yield2.9%

$33.9MAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AADR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

AADR1.10%$110

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AADR, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

AADR1.20%$120

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

AADR$120 − $110 = $10

KeptFee

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

Overlap: AADR, SCHD

Today

0.0%most shared, AADR and SCHD

AADRSCHD

AADR—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

AADRWorst drop−19.3%21.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDAADR

+35.3%Year to date−6.6%

2.9%Yield1.2%

+41.6%Past year−4.5%

0.06%Fee1.10%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026