Compare · 2 funds side by side · dividends reinvested

CSTK and SCHD

CSTKInvesco×SCHDSchwab×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,418SCHD · best of the two

Story of the two · IncomeMost incomeSCHD · 2.92% · $292 a year on $10k

Story of the two · RiskSmallest drop

CSTK and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.1

Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity ETFUnsorted0.36%1.79%+16.2%+19.9%[…][…]−8.9%11.4%$189M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: CSTK 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity ETF · $189M[…]

CSTK

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 11.7% in common

CSTKMeasureSCHD

+16.2%

More Ways to See the Pairs

CSTK vs SCHD: Top 5 Holdings

Today

CSTK

15.6%in top 5

SCHD

in top 521.8%

CSTKStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: CSTK, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CSTK0.36%$36

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: CSTK, SCHD

1Y

2.92%highest, SCHD

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+34.9%

+19.9%1 yearTotal return+37.5%

[…]3 years · per year$10,000 became […] · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.36%Expense ratio$36 · $6 a year on $10k · lower is better0.06%

1.79%Trailing 12-mo yield$179 · $292 a year on $10k2.92%

−8.9%Worst dropSmaller is better−6.9%

11.4%VolatilityLower is calmer11.7%

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

1–5SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.8%MSFTnot top 5

3.3%GOOGLnot top 5

3.0%WFCnot top 5

2.8%PMnot top 5

2.7%CSCOnot top 5

Held in common11.7%

End-of-day Nov 13, 2026 · share of each fund

CSTK vs SCHD Returns, Every Period

1Y

InvescoCSTK

+19.9%

past year

SCHDSchwab

+37.5%

past year

CSTKSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: CSTK vs SCHD

YTD

InvescoCSTK

+16.2%

SCHDSchwab

+34.9%

+16.2%Year to date+34.9%

−8.9%Worst drop · 1Y−6.9%

11.4%Volatility · 1Y11.7%

1.8%Yield2.9%

$189MAssets$124B

3–1SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

SCHD2.92%$292

CSTK1.79%$179

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

CSTK$179 − $36 = $143

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CSTK, SCHD

Today

11.7%most shared, CSTK and SCHD

CSTKSCHD

CSTK—11.7%

SCHD11.7%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

CSTKWorst drop−8.9%11.4% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCSTK

+34.9%Year to date+16.2%

2.9%Yield1.8%

+37.5%Past year+19.9%

0.06%Fee0.36%

4–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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CSTK and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two