Compare · 2 funds side by side · dividends reinvested

AUSF and SCHD

AUSFGlobal X×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,663AUSF · best of the two

02 / 04

AUSF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - Adaptive U.S. Factor ETFUS Stock Styles · Large cap0.27%3.00%+15.5%+20.2%+22.5%+14.5%−7.0%10.4%$1.3B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: AUSF 2018 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Adaptive U.S. Factor ETF · $1.3B$19,663

AUSF

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 13.8% in common

AUSFMeasureSCHD

+15.5%Year to dateJan 1 → Nov 4+35.3%

+20.2%1 yearTotal return+41.6%

+22.5%3 years · per year$10,000 became $18,371 · $17,908+21.4%

+14.5%5 years · per year$10,000 became $19,663 · $16,881+11.0%

0.27%Expense ratio$27 · $6 a year on $10k · lower is better0.06%

3.00%Trailing 12-mo yield$300 · $291 a year on $10k2.91%

−7.0%Worst dropSmaller is better−6.9%

10.4%VolatilityLower is calmer11.5%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AUSF vs SCHD: Top 5 Holdings

Today

AUSF

8.9%in top 5

SCHD

in top 521.6%

AUSFStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

2.0%VZnot top 5

1.8%MSFTnot top 5

1.7%Tnot top 5

1.7%MSInot top 5

1.7%BRK-Bnot top 5

Held in common13.8%

End-of-day Nov 4, 2026 · share of each fund

AUSF vs SCHD Returns, Every Period

Global XAUSF

+14.5%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

AUSFSCHDFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: AUSF vs SCHD

YTD

Global XAUSF

+15.5%

SCHDSchwab

+35.3%

+15.5%Year to date+35.3%

−7.0%Worst drop · 1Y−6.9%

10.4%Volatility · 1Y11.5%

3.0%Yield2.9%

$1.3BAssets$123B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AUSF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

AUSF0.27%$27

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AUSF, SCHD

3.00%highest, AUSF

FundTrailing yieldYield$10k

AUSF3.00%$300

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

AUSF$300 − $27 = $273

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AUSF, SCHD

Today

13.8%most shared, AUSF and SCHD

AUSFSCHD

AUSF—13.8%

SCHD13.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

AUSFWorst drop−7.0%10.4% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AUSFSCHD

+15.5%Year to date+35.3%

3.0%Yield2.9%

+20.2%Past year+41.6%

0.27%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026