Compare · 2 funds side by side · dividends reinvested

BFOR and SCHD

BFORALPS×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

BFOR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.1

ALPS ETF Trust - Barron's 400 ETFUnsorted0.65%0.52%+14.9%+19.0%+22.0%+10.1%−9.0%13.9%$241M1.9

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: BFOR 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ALPS ETF Trust - Barron's 400 ETF · $241M$16,188

BFOR

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 5.6% in common

BFORMeasureSCHD

+14.9%Year to dateJan 1 → Nov 4+35.3%

+19.0%1 yearTotal return+41.6%

+22.0%3 years · per year$10,000 became $18,137 · $17,908+21.4%

+10.1%5 years · per year$10,000 became $16,188 · $16,881+11.0%

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

0.52%Trailing 12-mo yield$52 · $291 a year on $10k2.91%

−9.0%Worst dropSmaller is better−6.9%

13.9%VolatilityLower is calmer11.5%

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

1–7SCHD wins

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

More Ways to See the Pairs

BFOR vs SCHD: Top 5 Holdings

Today

BFOR

1.8%in top 5

SCHD

in top 521.6%

BFORStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

0.4%CDNAnot top 5

0.4%FIGSnot top 5

0.4%PTCnot top 5

0.3%OSPNnot top 5

0.3%CROXnot top 5

Held in common5.6%

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

BFOR vs SCHD Returns, Every Period

ALPSBFOR

+10.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

BFORSCHDFaded: behind in that period

1–3SCHD wins

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

Unsorted vs Income: BFOR vs SCHD

YTD

ALPSBFOR

+14.9%

SCHDSchwab

+35.3%

+14.9%Year to date+35.3%

−9.0%Worst drop · 1Y−6.9%

13.9%Volatility · 1Y11.5%

0.5%Yield2.9%

$241MAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: BFOR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BFOR0.65%$65

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

Yields: BFOR, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

BFOR0.52%$52

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

BFOR$52 − $65 = −$13

KeptFee

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

Overlap: BFOR, SCHD

Today

5.6%most shared, BFOR and SCHD

BFORSCHD

BFOR—5.6%

SCHD5.6%—

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

SCHDWorst drop−6.9%11.5% vol

BFORWorst drop−9.0%13.9% vol

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

Paid More vs Made More

YTD

SCHDBFOR

+35.3%Year to date+14.9%

2.9%Yield0.5%

+41.6%Past year+19.0%

0.06%Fee0.65%

4–0SCHD 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026