Compare · 3 funds side by side · dividends reinvested

BOUT, SCHD and DGRO

BOUTCapital Force×SCHDSchwab×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

BOUT, SCHD and DGRO, 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%$120B1.5

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.5

CapForce IBD Breakout Opportunities ETFUnsorted0.80%0.32%+6.7%+4.6%+10.7%+1.9%−20.8%22.4%$14M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: BOUT 2018 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

CapForce IBD Breakout Opportunities ETF · $14M$10,987

BOUT

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

BOUTMeasureSCHD

+6.7%Year to dateJan 1 → Nov 6+31.4%

+4.6%1 yearTotal return+37.0%

+10.7%3 years · per year$10,000 became $13,577 · $17,266+20.0%

+1.9%5 years · per year$10,000 became $10,987 · $16,267+10.2%

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

0.32%Trailing 12-mo yield$32 · $300 a year on $10k3.00%

−20.8%Worst dropSmaller is better−6.9%

22.4%VolatilityLower is calmer11.7%

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

0–8SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BOUT vs SCHD: Top 5 Holdings

Today

BOUT

36.4%in top 5

SCHD

in top 521.4%

BOUTStockSCHD

7.5%CROXnot top 5

7.4%COKEnot top 5

7.4%EGBNnot top 5

7.4%HASnot top 5

6.7%RNGnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.4%

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

BOUT vs SCHD Returns, Every Period

Capital ForceBOUT

+1.9%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

BOUTSCHDFaded: behind in that period

0–4SCHD wins

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

Unsorted vs Income: BOUT vs SCHD

YTD

Capital ForceBOUT

+6.7%

SCHDSchwab

+31.4%

+6.7%Year to date+31.4%

−20.8%Worst drop · 1Y−6.9%

22.4%Volatility · 1Y11.7%

0.3%Yield3.0%

$13.7MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: BOUT, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

BOUT0.80%$80

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

Yields: BOUT, SCHD, DGRO

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

DGRO1.87%$187

BOUT0.32%$32

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

BOUT$32 − $80 = −$48

KeptFee

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

Overlap: BOUT, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

BOUTSCHDDGRO

BOUT—0.4%0.1%

SCHD0.4%—21.3%

DGRO0.1%21.3%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

BOUTWorst drop−20.8%22.4% vol

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

Paid More vs Made More

YTD

SCHDDGRO

+31.4%Year to date+16.6%

3.0%Yield1.9%

+37.0%Past year+20.3%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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