Compare · 2 funds side by side · dividends reinvested

BUCK and SCHD

BUCKSimplify×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

BUCK and SCHD, 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%$121B1.4

Simplify Treasury Option Income ETFIncome · Dividend stocks0.48%6.90%+2.6%+3.6%+4.8%[…]−1.2%2.5%$517M1.6

Rank among the two1st → 2ndFee, 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: BUCK 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Treasury Option Income ETF · $517M[…]

BUCK

SCHD

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

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

BUCKMeasureSCHD

+2.6%Year to dateJan 1 → Nov 3+32.8%

+3.6%1 yearTotal return+37.6%

+4.8%3 years · per year$10,000 became $11,504 · $17,784+21.2%

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

0.48%Expense ratio$48 · $6 a year on $10k · lower is better0.06%

6.90%Trailing 12-mo yield$690 · $297 a year on $10k2.97%

−1.2%Worst dropSmaller is better−6.9%

2.5%VolatilityLower is calmer11.4%

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

3–4SCHD wins

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

More Ways to See the Pairs

BUCK vs SCHD: Top 5 Holdings

Today

BUCK

89.9%in top 5

SCHD

in top 521.4%

BUCKStockSCHD

89.9%SBILnot 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

BUCK vs SCHD Returns, Every Period

SimplifyBUCK

+3.6%

past year

SCHDSchwab

+37.6%

past year

BUCKSCHDFaded: behind in that period

0–3SCHD wins

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

BUCK vs SCHD

YTD

SimplifyBUCK

+2.6%

SCHDSchwab

+32.8%

+2.6%Year to date+32.8%

−1.2%Worst drop · 1Y−6.9%

2.5%Volatility · 1Y11.4%

6.9%Yield3.0%

$517MAssets$121B

3–1BUCK wins

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

Cost, Income and Risk

Fees: BUCK, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BUCK0.48%$48

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

Yields: BUCK, SCHD

6.90%highest, BUCK

FundTrailing yieldYield$10k

BUCK6.90%$690

SCHD2.97%$297

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

Income After Fees on $10,000

$642most kept, BUCK

BUCK$690 − $48 = $642

SCHD$297 − $6 = $291

KeptFee

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

Overlap: BUCK, SCHD

Today

0.0%most shared, BUCK and SCHD

BUCKSCHD

BUCK—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

BUCKWorst drop−1.2%2.5% vol

SCHDWorst drop−6.9%11.4% vol

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

Paid More vs Made More

YTD

BUCKSCHD

+2.6%Year to date+32.8%

6.9%Yield3.0%

+3.6%Past year+37.6%

0.48%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ 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