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%$123B1.1

ALPS ETF Trust - Barron's 400 ETFUnsorted0.65%0.52%+14.9%+19.0%+22.0%+10.1%−9.0%13.9%$244M1.9

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

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

SCHD

BFOR

ALPS ETF Trust - Barron's 400 ETF · $244M$16,188

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

SCHDMeasureBFOR

+35.3%Year to dateJan 1 → Nov 4+14.9%

+41.6%1 yearTotal return+19.0%

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

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

0.06%Expense ratio$6 · $65 a year on $10k · lower is better0.65%

2.91%Trailing 12-mo yield$291 · $52 a year on $10k0.52%

−6.9%Worst dropSmaller is better−9.0%

11.5%VolatilityLower is calmer13.9%

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

7–1SCHD wins

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

More Ways to See the Pairs

SCHD vs BFOR: Top 5 Holdings

Today

SCHD

21.6%in top 5

BFOR

in top 51.8%

SCHDStockBFOR

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

not top 5CDNA0.4%

not top 5FIGS0.4%

not top 5PTC0.4%

not top 5OSPN0.3%

not top 5CROX0.3%

Held in common5.6%

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

SCHD vs BFOR Returns, Every Period

SchwabSCHD

+11.0%

5 years, per year

BFORALPS

+10.1%

5 years, per year

SCHDBFORFaded: behind in that period

3–1SCHD wins

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

Income vs Unsorted: SCHD vs BFOR

YTD

SchwabSCHD

+35.3%

BFORALPS

+14.9%

+35.3%Year to date+14.9%

−6.9%Worst drop · 1Y−9.0%

11.5%Volatility · 1Y13.9%

2.9%Yield0.5%

$123BAssets$244M

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%

$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