Compare · 2 funds side by side · dividends reinvested

APRJ and SCHD

APRJInnovator×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

APRJ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.4

Innovator Premium Income 30 Barrier ETFIncome · Premium income0.79%6.17%+5.1%+6.1%+6.2%[…]−0.4%1.7%$27M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: APRJ 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Premium Income 30 Barrier ETF · $27M[…]

APRJ

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested

APRJMeasureSCHD

+5.1%Year to dateJan 1 → Nov 3+32.8%

+6.1%1 yearTotal return+37.6%

+6.2%3 years · per year$10,000 became $11,989 · $17,784+21.2%

[…]5 years · per year$10,000 became […] · $16,352+10.3%

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

6.17%Trailing 12-mo yield$617 · $297 a year on $10k2.97%

−0.4%Worst dropSmaller is better−6.9%

1.7%VolatilityLower is calmer11.4%

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

3–4SCHD wins

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

More Ways to See the Pairs

APRJ vs SCHD: Top 5 Holdings

Today

APRJ

[…]in top 5

SCHD

in top 521.4%

APRJStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

APRJ vs SCHD Returns, Every Period

InnovatorAPRJ

+6.1%

past year

SCHDSchwab

+37.6%

past year

APRJSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

APRJ vs SCHD

YTD

InnovatorAPRJ

+5.1%

SCHDSchwab

+32.8%

+5.1%Year to date+32.8%

−0.4%Worst drop · 1Y−6.9%

1.7%Volatility · 1Y11.4%

6.2%Yield3.0%

$27.2MAssets$121B

3–1APRJ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APRJ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

APRJ0.79%$79

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: APRJ, SCHD

6.17%highest, APRJ

FundTrailing yieldYield$10k

APRJ6.17%$617

SCHD2.97%$297

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$538most kept, APRJ

APRJ$617 − $79 = $538

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: APRJ, SCHD

Today

[…]holdings […]

APRJSCHD

APRJ—[…]

SCHD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

APRJWorst drop−0.4%1.7% vol

SCHDWorst drop−6.9%11.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

APRJSCHD

+5.1%Year to date+32.8%

6.2%Yield3.0%

+6.1%Past year+37.6%

0.79%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026