Compare · 3 funds side by side · dividends reinvested

ATCL, SCHD and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,697VTI · best of the three

02 / 04

ATCL, SCHD and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.8

REX Autocallable Income ETFIncome · Dividend stocks0.65%9.67%[…][…][…][…][…][…]$44M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: ATCL 2026 · SCHD 2011 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

REX Autocallable Income ETF · $44M[…]

ATCL

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested

ATCLMeasureSCHD

[…]Year to dateJan 1 → Nov 9+33.2%

[…]1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

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

9.67%Trailing 12-mo yield$967 · $296 a year on $10k2.96%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ATCL vs SCHD: Top 5 Holdings

Today

ATCL

[…]in top 5

SCHD

in top 521.4%

ATCLStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

ATCL vs SCHD Returns, Every Period

RexsharesATCL

[…]

past year

SCHDSchwab

+39.1%

past year

Returns […]

ATCLSCHDFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

ATCL vs SCHD

YTD

RexsharesATCL

[…]

SCHDSchwab

+33.2%

[…]Year to date+33.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

9.7%Yield3.0%

$43.9MAssets$120B

1–0ATCL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ATCL, SCHD, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SCHD0.06%$6

ATCL0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ATCL, SCHD, VTI

9.67%highest, ATCL

FundTrailing yieldYield$10k

ATCL9.67%$967

SCHD2.96%$296

VTI1.06%$106

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$902most kept, ATCL

ATCL$967 − $65 = $902

SCHD$296 − $6 = $290

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ATCL, SCHD, VTI

Today

7.1%most shared, SCHD and VTI

ATCLSCHDVTI

ATCL—[…][…]

SCHD[…]—7.1%

VTI[…]7.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VTIWorst drop−8.9%13.9% vol

ATCLWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

ATCLSCHD

[…]Year to date+33.2%

9.7%Yield3.0%

[…]Past year+39.1%

0.65%Fee0.06%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026