Compare · 2 funds side by side · dividends reinvested

CFO and SCHD

CFOVictoryShares×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

CFO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.1

VictoryShares US 500 Enhanced Volatility Wtd ETFUS Stock Styles · Large cap0.38%1.22%+11.3%+13.9%+14.3%+3.6%−7.1%11.0%$416M1.9

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: CFO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US 500 Enhanced Volatility Wtd ETF · $416M$11,946

CFO

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 9.7% in common

CFOMeasureSCHD

+11.3%Year to dateJan 1 → Nov 5+32.3%

+13.9%1 yearTotal return+38.7%

+14.3%3 years · per year$10,000 became $14,935 · $17,414+20.3%

+3.6%5 years · per year$10,000 became $11,946 · $16,375+10.4%

0.38%Expense ratio$38 · $6 a year on $10k · lower is better0.06%

1.22%Trailing 12-mo yield$122 · $298 a year on $10k2.98%

−7.1%Worst dropSmaller is better−6.9%

11.0%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

CFO vs SCHD: Top 5 Holdings

Today

CFO

2.2%in top 5

SCHD

in top 521.7%

CFOStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

0.5%BRK-Bnot top 5

0.4%WECnot top 5

0.4%ATOnot top 5

0.4%DUKnot top 5

0.4%EDnot top 5

Held in common9.7%

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

CFO vs SCHD Returns, Every Period

VictorySharesCFO

+3.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

CFOSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: CFO vs SCHD

YTD

VictorySharesCFO

+11.3%

SCHDSchwab

+32.3%

+11.3%Year to date+32.3%

−7.1%Worst drop · 1Y−6.9%

11.0%Volatility · 1Y11.7%

1.2%Yield3.0%

$416MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: CFO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CFO0.38%$38

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

Yields: CFO, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

CFO1.22%$122

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

CFO$122 − $38 = $84

KeptFee

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

Overlap: CFO, SCHD

Today

9.7%most shared, CFO and SCHD

CFOSCHD

CFO—9.7%

SCHD9.7%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

CFOWorst drop−7.1%11.0% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

SCHDCFO

+32.3%Year to date+11.3%

3.0%Yield1.2%

+38.7%Past year+13.9%

0.06%Fee0.38%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026