Compare · 2 funds side by side · dividends reinvested

BABO and SCHD

BABOYieldMax×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 04

BABO and SCHD, 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%$122B1.1

YieldMax BABA Option Income Strategy ETFIncome · Premium income1.00%71.38%−26.1%−31.7%[…][…]−41.1%33.5%$13M1.8

Rank among the two1st → 2ndFee, 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: BABO 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax BABA Option Income Strategy ETF · $13M[…]

BABO

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested

BABOMeasureSCHD

−26.1%Year to dateJan 1 → Nov 9+33.2%

−31.7%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%

1.00%Expense ratio$100 · $6 a year on $10k · lower is better0.06%

71.38%Trailing 12-mo yield$7,138 · $296 a year on $10k2.96%

−41.1%Worst dropSmaller is better−6.9%

33.5%VolatilityLower is calmer11.8%

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

1–5SCHD wins

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

More Ways to See the Pairs

BABO vs SCHD: Top 5 Holdings

Today

BABO

[…]in top 5

SCHD

in top 521.4%

BABOStockSCHD

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

BABO vs SCHD Returns, Every Period

YieldMaxBABO

−31.7%

past year

SCHDSchwab

+39.1%

past year

BABOSCHDFaded: behind in that period

0–2SCHD wins

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

BABO vs SCHD

YTD

YieldMaxBABO

−26.1%

SCHDSchwab

+33.2%

−26.1%Year to date+33.2%

−41.1%Worst drop · 1Y−6.9%

33.5%Volatility · 1Y11.8%

71.4%Yield3.0%

$12.5MAssets$122B

3–1SCHD wins

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

Cost, Income and Risk

Fees: BABO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BABO1.00%$100

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

Yields: BABO, SCHD

71.38%highest, BABO

FundTrailing yieldYield$10k

BABO71.38%$7,138

SCHD2.96%$296

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

Income After Fees on $10,000

$7,038most kept, BABO

BABO$7,138 − $100 = $7,038

SCHD$296 − $6 = $290

KeptFee

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

Overlap: BABO, SCHD

Today

[…]holdings […]

BABOSCHD

BABO—[…]

SCHD[…]—

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

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

BABOWorst drop−41.1%33.5% vol

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

Paid More vs Made More

YTD

BABOSCHD

−26.1%Year to date+33.2%

71.4%Yield3.0%

−31.7%Past year+39.1%

1.00%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026