Compare · 3 funds side by side · dividends reinvested

ASTY, SCHD and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,027DGRO · best of the three

02 / 04

ASTY, SCHD and DGRO, 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%$121B1.5

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B1.5

Tidal Trust II - Defiance Daily Target 2X Long ASTS ETFSingle-Stock Leverage1.17%0.00%[…][…][…][…][…][…]$4M3.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: ASTY 2026 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Tidal Trust II - Defiance Daily Target 2X Long ASTS ETF · $4M[…]

ASTY

SCHD

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

$10,000 five years ago, dividends reinvested

ASTYMeasureSCHD

[…]Year to dateJan 1 → Nov 3+32.8%

[…]1 yearTotal return+37.6%

[…]3 years · per year$10,000 became […] · $17,784+21.2%

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

1.17%Expense ratio$117 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $297 a year on $10k2.97%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.4%

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

0–2SCHD wins

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

More Ways to See the Pairs

ASTY vs SCHD: Top 5 Holdings

Today

ASTY

[…]in top 5

SCHD

in top 521.4%

ASTYStockSCHD

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

ASTY vs SCHD Returns, Every Period

DefianceASTY

[…]

past year

SCHDSchwab

+37.6%

past year

Returns […]

ASTYSCHDFaded: behind in that period

0–0Level

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

Single-Stock Leverage vs Income: ASTY vs SCHD

YTD

DefianceASTY

[…]

SCHDSchwab

+32.8%

[…]Year to date+32.8%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.4%

0.0%Yield3.0%

$4.0MAssets$121B

1–0SCHD wins

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

Cost, Income and Risk

Fees: ASTY, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

ASTY1.17%$117

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

Yields: ASTY, SCHD, DGRO

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

DGRO1.85%$185

ASTY0.00%$0

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DGRO$185 − $8 = $177

ASTY$0 − $117 = −$117

KeptFee

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

Overlap: ASTY, SCHD, DGRO

Today

21.0%most shared, SCHD and DGRO

ASTYSCHDDGRO

ASTY—[…][…]

SCHD[…]—21.0%

DGRO[…]21.0%—

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

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

DGROWorst drop−6.5%9.5% vol

SCHDWorst drop−6.9%11.4% vol

ASTYWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDDGRO

+32.8%Year to date+18.0%

3.0%Yield1.8%

+37.6%Past year+21.0%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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