Compare · 2 funds side by side · dividends reinvested

BWZ and SCHD

BWZSPDR×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

BWZ and SCHD, 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%$123B1.3

SPDR Bloomberg Short Term International Treasury Bond ETFBonds & Cash · International0.35%2.17%−1.0%+0.2%+3.4%−1.3%−5.2%6.5%$298M1.8

Rank among the two1st → 2ndFee, 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: BWZ 2009 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

SPDR Bloomberg Short Term International Treasury Bond ETF · $298M$9,375

BWZ

SCHD

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

$10,000 five years ago, dividends reinvested

BWZMeasureSCHD

−1.0%Year to dateJan 1 → Nov 5+35.3%

+0.2%1 yearTotal return+41.6%

+3.4%3 years · per year$10,000 became $11,067 · $17,908+21.4%

−1.3%5 years · per year$10,000 became $9,387 · $16,881+11.0%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

2.17%Trailing 12-mo yield$217 · $291 a year on $10k2.91%

−5.2%Worst dropSmaller is better−6.9%

6.5%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

BWZ vs SCHD: Top 5 Holdings

Today

BWZ

[…]in top 5

SCHD

in top 521.7%

BWZStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

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

BWZ vs SCHD Returns, Every Period

SPDRBWZ

−1.3%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

BWZSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: BWZ vs SCHD

YTD

SPDRBWZ

−1.0%

SCHDSchwab

+35.3%

−1.0%Year to date+35.3%

−5.2%Worst drop · 1Y−6.9%

6.5%Volatility · 1Y11.5%

2.2%Yield2.9%

$298MAssets$123B

2–2level

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

Cost, Income and Risk

Fees: BWZ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BWZ0.35%$35

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

Yields: BWZ, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

BWZ2.17%$217

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

BWZ$217 − $35 = $182

KeptFee

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

Overlap: BWZ, SCHD

Today

[…]holdings […]

BWZSCHD

BWZ—[…]

SCHD[…]—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

BWZWorst drop−5.2%6.5% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

SCHDBWZ

+35.3%Year to date−1.0%

2.9%Yield2.2%

+41.6%Past year+0.2%

0.06%Fee0.35%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026