Compare · 3 funds side by side · dividends reinvested

BLUI, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

BLUI, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.8

Bluemonte Diversified Income ETFIncome · Dividend stocks0.80%5.24%+3.1%+4.0%[…][…]−3.7%4.0%$122M2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: BLUI 2025 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Diversified Income ETF · $122M[…]

BLUI

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

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

BLUIMeasureSCHD

+3.1%Year to dateJan 1 → Nov 3+32.8%

+4.0%1 yearTotal return+37.6%

[…]3 years · per year$10,000 became […] · $17,784+21.2%

[…]5 years · per year$10,000 became […] · $16,352+10.3%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

5.24%Trailing 12-mo yield$524 · $297 a year on $10k2.97%

−3.7%Worst dropSmaller is better−6.9%

4.0%VolatilityLower is calmer11.4%

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

3–3Level

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

More Ways to See the Pairs

BLUI vs SCHD: Top 5 Holdings

Today

BLUI

79.5%in top 5

SCHD

in top 521.4%

BLUIStockSCHD

19.6%MFSBnot top 5

19.5%JNKnot top 5

19.4%BONDnot top 5

11.0%CSREnot top 5

10.0%MLPAnot top 5

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

BLUI vs SCHD Returns, Every Period

BluemonteBLUI

+4.0%

past year

SCHDSchwab

+37.6%

past year

BLUISCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BLUI vs SCHD

YTD

BluemonteBLUI

+3.1%

SCHDSchwab

+32.8%

+3.1%Year to date+32.8%

−3.7%Worst drop · 1Y−6.9%

4.0%Volatility · 1Y11.4%

5.2%Yield3.0%

$122MAssets$121B

3–1BLUI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLUI, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

BLUI0.80%$80

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BLUI, SCHD, VOO

5.24%highest, BLUI

FundTrailing yieldYield$10k

BLUI5.24%$524

SCHD2.97%$297

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$444most kept, BLUI

BLUI$524 − $80 = $444

SCHD$297 − $6 = $291

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BLUI, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

BLUISCHDVOO

BLUI—0.0%0.0%

SCHD0.0%—7.6%

VOO0.0%7.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

BLUIWorst drop−3.7%4.0% vol

SCHDWorst drop−6.9%11.4% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BLUISCHD

+3.1%Year to date+32.8%

5.2%Yield3.0%

+4.0%Past year+37.6%

0.80%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026