Compare · 3 funds side by side · dividends reinvested

ARTY, SCHD and DRAM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

ARTY, SCHD and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.1

iShares Future AI & Tech ETFThematic · AI & semis0.47%0.07%+26.7%+23.2%+28.8%+7.2%−27.7%42.1%$3.3B1.9

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ARTY 2018 · SCHD 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

iShares Future AI & Tech ETF · $3.3B$14,163

ARTY

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

ARTYMeasureSCHD

+26.7%Year to dateJan 1 → Nov 6+31.4%

+23.2%1 yearTotal return+37.0%

+28.8%3 years · per year$10,000 became $21,351 · $17,266+20.0%

+7.2%5 years · per year$10,000 became $14,163 · $16,267+10.2%

0.47%Expense ratio$47 · $6 a year on $10k · lower is better0.06%

0.07%Trailing 12-mo yield$7 · $300 a year on $10k3.00%

−27.7%Worst dropSmaller is better−6.9%

42.1%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ARTY vs SCHD: Top 5 Holdings

Today

ARTY

23.2%in top 5

SCHD

in top 521.4%

ARTYStockSCHD

5.0%2330.TWnot top 5

4.8%AMDnot top 5

4.7%AVGOnot top 5

4.6%NVDAnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

4.1%ORCLnot top 5

not top 5AMGN4.1%

Held in common3.1%

End-of-day Nov 6, 2026 · share of each fund

ARTY vs SCHD Returns, Every Period

iSharesARTY

+7.2%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

ARTYSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: ARTY vs SCHD

YTD

iSharesARTY

+26.7%

SCHDSchwab

+31.4%

+26.7%Year to date+31.4%

−27.7%Worst drop · 1Y−6.9%

42.1%Volatility · 1Y11.7%

0.1%Yield3.0%

$3.3BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ARTY, SCHD, DRAM

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ARTY0.47%$47

DRAM0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ARTY, SCHD, DRAM

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

ARTY0.07%$7

DRAM0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

ARTY$7 − $47 = −$40

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ARTY, SCHD, DRAM

Today

7.9%most shared, ARTY and DRAM

ARTYSCHDDRAM

ARTY—3.1%7.9%

SCHD3.1%—0.0%

DRAM7.9%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

ARTYWorst drop−27.7%42.1% vol

DRAMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDARTY

+31.4%Year to date+26.7%

3.0%Yield0.1%

+37.0%Past year+23.2%

0.06%Fee0.47%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026