Compare · 2 funds side by side · dividends reinvested

ADVE and SCHD

ADVEMatthews Asia×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

ADVE 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%$121B1.0

Matthews Asia Dividend Active ETF ADVEIncome · Dividend stocks0.79%2.46%+14.1%+16.1%+19.2%[…]−11.7%19.9%$9M2.0

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: ADVE 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Matthews Asia Dividend Active ETF ADVE · $9M[…]

ADVE

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

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

ADVEMeasureSCHD

+14.1%Year to dateJan 1 → Nov 4+35.3%

+16.1%1 yearTotal return+41.6%

+19.2%3 years · per year$10,000 became $16,938 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.79%Expense ratio$79 · $6 a year on $10k · lower is better0.06%

2.46%Trailing 12-mo yield$246 · $291 a year on $10k2.91%

−11.7%Worst dropSmaller is better−6.9%

19.9%VolatilityLower is calmer11.5%

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

0–7SCHD wins

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

More Ways to See the Pairs

ADVE vs SCHD: Top 5 Holdings

Today

ADVE

28.7%in top 5

SCHD

in top 521.6%

ADVEStockSCHD

13.0%2330.TWnot top 5

5.9%005930.Knot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

4.0%8306.Tnot top 5

3.5%086790.Knot top 5

2.4%8053.Tnot top 5

Held in common0.0%

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

ADVE vs SCHD Returns, Every Period

Matthews AsiaADVE

+16.1%

past year

SCHDSchwab

+41.6%

past year

ADVESCHDFaded: behind in that period

0–3SCHD wins

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

ADVE vs SCHD

YTD

Matthews AsiaADVE

+14.1%

SCHDSchwab

+35.3%

+14.1%Year to date+35.3%

−11.7%Worst drop · 1Y−6.9%

19.9%Volatility · 1Y11.5%

2.5%Yield2.9%

$8.8MAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: ADVE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ADVE0.79%$79

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

Yields: ADVE, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

ADVE2.46%$246

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ADVE$246 − $79 = $167

KeptFee

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

Overlap: ADVE, SCHD

Today

0.0%most shared, ADVE and SCHD

ADVESCHD

ADVE—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

ADVEWorst drop−11.7%19.9% vol

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

Paid More vs Made More

YTD

SCHDADVE

+35.3%Year to date+14.1%

2.9%Yield2.5%

+41.6%Past year+16.1%

0.06%Fee0.79%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026