Compare · 3 funds side by side · dividends reinvested

BILT, SCHD and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

BILT, SCHD and SMH, 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%$123B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B2.0

iShares Infrastructure Active ETFThematic · Infrastructure0.60%5.79%+9.9%+10.2%[…][…]−12.6%12.0%$121M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: BILT 2025 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Infrastructure Active ETF · $121M[…]

BILT

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BILTMeasureSCHD

+9.9%Year to dateJan 1 → Nov 5+35.3%

+10.2%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

5.79%Trailing 12-mo yield$579 · $291 a year on $10k2.91%

−12.6%Worst dropSmaller is better−6.9%

12.0%VolatilityLower is calmer11.5%

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

1–5SCHD wins

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

More Ways to See the Pairs

BILT vs SCHD: Top 5 Holdings

Today

BILT

24.9%in top 5

SCHD

in top 521.7%

BILTStockSCHD

5.8%UNPnot top 5

5.7%AENA.MCnot top 5

4.9%AEPnot top 5

not top 5TXN4.7%

4.6%TRP.TOnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.9%ETRnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

BILT vs SCHD Returns, Every Period

iSharesBILT

+10.2%

past year

SCHDSchwab

+41.6%

past year

BILTSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Income: BILT vs SCHD

YTD

iSharesBILT

+9.9%

SCHDSchwab

+35.3%

+9.9%Year to date+35.3%

−12.6%Worst drop · 1Y−6.9%

12.0%Volatility · 1Y11.5%

5.8%Yield2.9%

$121MAssets$123B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BILT, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

BILT0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BILT, SCHD, SMH

5.79%highest, BILT

FundTrailing yieldYield$10k

BILT5.79%$579

SCHD2.91%$291

SMH0.22%$22

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$519most kept, BILT

BILT$579 − $60 = $519

SCHD$291 − $6 = $285

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BILT, SCHD, SMH

Today

8.6%most shared, SCHD and SMH

BILTSCHDSMH

BILT—0.0%0.0%

SCHD0.0%—8.6%

SMH0.0%8.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

BILTWorst drop−12.6%12.0% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BILTSMH

+9.9%Year to date+40.0%

5.8%Yield0.2%

+10.2%Past year+38.2%

0.60%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 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 5, 2026