Compare · 2 funds side by side · dividends reinvested

CLOZ and SCHD

CLOZEldridge×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

CLOZ 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

Eldridge BBB-B CLO ETFBonds & Cash · Corporate0.50%7.85%+2.5%+3.6%+7.9%[…]−3.9%3.6%$696M1.6

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: CLOZ 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Eldridge BBB-B CLO ETF · $696M[…]

CLOZ

SCHD

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

$10,000 five years ago, dividends reinvested

CLOZMeasureSCHD

+2.5%Year to dateJan 1 → Nov 3+32.8%

+3.6%1 yearTotal return+37.6%

+7.9%3 years · per year$10,000 became $12,565 · $17,784+21.2%

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

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

7.85%Trailing 12-mo yield$785 · $297 a year on $10k2.97%

−3.9%Worst dropSmaller is better−6.9%

3.6%VolatilityLower is calmer11.4%

CLOZSCHD 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

CLOZ vs SCHD: Top 5 Holdings

Today

CLOZ

[…]in top 5

SCHD

in top 521.4%

CLOZStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

CLOZ vs SCHD Returns, Every Period

EldridgeCLOZ

+3.6%

past year

SCHDSchwab

+37.6%

past year

CLOZSCHDFaded: behind in that period

0–3SCHD wins

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

Bonds vs Income: CLOZ vs SCHD

YTD

EldridgeCLOZ

+2.5%

SCHDSchwab

+32.8%

+2.5%Year to date+32.8%

−3.9%Worst drop · 1Y−6.9%

3.6%Volatility · 1Y11.4%

7.8%Yield3.0%

$696MAssets$121B

3–1CLOZ wins

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

Cost, Income and Risk

Fees: CLOZ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CLOZ0.50%$50

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

Yields: CLOZ, SCHD

7.85%highest, CLOZ

FundTrailing yieldYield$10k

CLOZ7.85%$785

SCHD2.97%$297

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

Income After Fees on $10,000

$735most kept, CLOZ

CLOZ$785 − $50 = $735

SCHD$297 − $6 = $291

KeptFee

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

Overlap: CLOZ, SCHD

Today

[…]holdings […]

CLOZSCHD

CLOZ—[…]

SCHD[…]—

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

CLOZWorst drop−3.9%3.6% 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

CLOZSCHD

+2.5%Year to date+32.8%

7.8%Yield3.0%

+3.6%Past year+37.6%

0.50%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