Compare · 2 funds side by side · dividends reinvested

AESR and SCHD

AESRHorizon Funds×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,524AESR · best of the two

02 / 04

AESR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4

Anfield U.S. Equity Sector Rotation ETFUS Stock Styles · Large cap0.97%21.55%+6.8%+8.0%+23.7%+10.6%−13.0%20.4%$245M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: AESR 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Anfield U.S. Equity Sector Rotation ETF · $245M$16,524

AESR

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

AESRMeasureSCHD

+6.8%Year to dateJan 1 → Nov 5+32.3%

+8.0%1 yearTotal return+38.7%

+23.7%3 years · per year$10,000 became $18,924 · $17,414+20.3%

+10.6%5 years · per year$10,000 became $16,524 · $16,375+10.4%

0.97%Expense ratio$97 · $6 a year on $10k · lower is better0.06%

21.55%Trailing 12-mo yield$2,155 · $298 a year on $10k2.98%

−13.0%Worst dropSmaller is better−6.9%

20.4%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

AESR vs SCHD: Top 5 Holdings

Today

AESR

59.6%in top 5

SCHD

in top 521.7%

AESRStockSCHD

15.5%SPYnot top 5

12.2%ARKWnot top 5

11.3%IGVnot top 5

10.8%SOXXnot top 5

9.7%XLCnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.4%

End-of-day Nov 5, 2026 · share of each fund

AESR vs SCHD Returns, Every Period

Horizon FundsAESR

+10.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

AESRSCHDFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: AESR vs SCHD

YTD

Horizon FundsAESR

+6.8%

SCHDSchwab

+32.3%

+6.8%Year to date+32.3%

−13.0%Worst drop · 1Y−6.9%

20.4%Volatility · 1Y11.7%

21.5%Yield3.0%

$245MAssets$123B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AESR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

AESR0.97%$97

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AESR, SCHD

21.55%highest, AESR

FundTrailing yieldYield$10k

AESR21.55%$2,155

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,058most kept, AESR

AESR$2,155 − $97 = $2,058

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AESR, SCHD

Today

0.4%most shared, AESR and SCHD

AESRSCHD

AESR—0.4%

SCHD0.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

AESRWorst drop−13.0%20.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AESRSCHD

+6.8%Year to date+32.3%

21.5%Yield3.0%

+8.0%Past year+38.7%

0.97%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026