Compare · 3 funds side by side · dividends reinvested

ASHS, 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

ASHS, 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%$120B1.0

Xtrackers Harvest CSI 500 China A-Shares Small Cap ETFThematic · China0.65%0.00%−6.0%−0.8%+10.6%−1.0%−29.2%26.6%$25M2.0

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B2.0

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: ASHS 2014 · SCHD 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF · $25M$9,496

ASHS

SCHD

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

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

ASHSMeasureSCHD

−6.0%Year to dateJan 1 → Nov 6+31.4%

−0.8%1 yearTotal return+37.0%

+10.6%3 years · per year$10,000 became $13,538 · $17,266+20.0%

−1.0%5 years · per year$10,000 became $9,496 · $16,267+10.2%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $300 a year on $10k3.00%

−29.2%Worst dropSmaller is better−6.9%

26.6%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

ASHS vs SCHD: Top 5 Holdings

Today

ASHS

4.3%in top 5

SCHD

in top 521.4%

ASHSStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

1.0%300604.Snot top 5

0.9%688120.Snot top 5

0.8%688347.Snot top 5

0.8%688361.Snot top 5

0.7%600988.Snot top 5

Held in common0.0%

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

ASHS vs SCHD Returns, Every Period

XtrackersASHS

−1.0%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

ASHSSCHDFaded: behind in that period

0–4SCHD wins

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

Thematic vs Income: ASHS vs SCHD

YTD

XtrackersASHS

−6.0%

SCHDSchwab

+31.4%

−6.0%Year to date+31.4%

−29.2%Worst drop · 1Y−6.9%

26.6%Volatility · 1Y11.7%

0.0%Yield3.0%

$24.8MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: ASHS, SCHD, DRAM

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ASHS0.65%$65

DRAM0.65%$65

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

Yields: ASHS, SCHD, DRAM

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

ASHS0.00%$0

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

ASHS$0 − $65 = −$65

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: ASHS, SCHD, DRAM

Today

0.0%most shared, ASHS and SCHD

ASHSSCHDDRAM

ASHS—0.0%0.0%

SCHD0.0%—0.0%

DRAM0.0%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

ASHSWorst drop−29.2%26.6% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDASHS

+31.4%Year to date−6.0%

3.0%Yield0.0%

+37.0%Past year−0.8%

0.06%Fee0.65%

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