Compare · 2 funds side by side · dividends reinvested

BLUI and SCHD

BLUIBluemonte×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

BLUI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Bluemonte Diversified Income ETFIncome · Dividend stocks0.80%5.24%+3.2%+4.2%[…][…]−3.7%4.1%$123M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BLUI 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Diversified Income ETF · $123M[…]

BLUI

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

BLUIMeasureSCHD

+3.2%Year to dateJan 1 → Nov 6+31.4%

+4.2%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

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

5.24%Trailing 12-mo yield$524 · $300 a year on $10k3.00%

−3.7%Worst dropSmaller is better−6.9%

4.1%VolatilityLower is calmer11.7%

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

3–3Level

End-of-day Nov 6, 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

79.9%in top 5

SCHD

in top 521.4%

BLUIStockSCHD

19.7%MFSBnot top 5

19.6%JNKnot top 5

19.5%BONDnot top 5

11.1%CSREnot top 5

10.0%FTSLnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

BLUI vs SCHD Returns, Every Period

BluemonteBLUI

+4.2%

past year

SCHDSchwab

+37.0%

past year

BLUISCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BLUI vs SCHD

YTD

BluemonteBLUI

+3.2%

SCHDSchwab

+31.4%

+3.2%Year to date+31.4%

−3.7%Worst drop · 1Y−6.9%

4.1%Volatility · 1Y11.7%

5.2%Yield3.0%

$123MAssets$120B

3–1BLUI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLUI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BLUI0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BLUI, SCHD

5.24%highest, BLUI

FundTrailing yieldYield$10k

BLUI5.24%$524

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$444most kept, BLUI

BLUI$524 − $80 = $444

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BLUI, SCHD

Today

0.0%most shared, BLUI and SCHD

BLUISCHD

BLUI—0.0%

SCHD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

BLUIWorst drop−3.7%4.1% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

BLUISCHD

+3.2%Year to date+31.4%

5.2%Yield3.0%

+4.2%Past year+37.0%

0.80%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026