Compare · 2 funds side by side · dividends reinvested

CWVX and SCHD

CWVXTradr×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

CWVX 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%$120B1.1

Investment Managers Series Trust II - Tradr 2X Long CRWV Daily ETFSingle-Stock Leverage1.30%14.08%−85.1%−95.2%[…][…]−95.2%197.3%$45M1.8

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: CWVX 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Investment Managers Series Trust II - Tradr 2X Long CRWV Daily ETF · $45M[…]

CWVX

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested

CWVXMeasureSCHD

−85.1%Year to dateJan 1 → Nov 5+32.3%

−95.2%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

1.30%Expense ratio$130 · $6 a year on $10k · lower is better0.06%

14.08%Trailing 12-mo yield$1,408 · $298 a year on $10k2.98%

−95.2%Worst dropSmaller is better−6.9%

197.3%VolatilityLower is calmer11.7%

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

1–5SCHD wins

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

More Ways to See the Pairs

CWVX vs SCHD: Top 5 Holdings

Today

CWVX

[…]in top 5

SCHD

in top 521.7%

CWVXStockSCHD

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

CWVX vs SCHD Returns, Every Period

TradrCWVX

−95.2%

past year

SCHDSchwab

+38.7%

past year

CWVXSCHDFaded: behind in that period

0–2SCHD wins

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

Single-Stock Leverage vs Income: CWVX vs SCHD

YTD

TradrCWVX

−85.1%

SCHDSchwab

+32.3%

−85.1%Year to date+32.3%

−95.2%Worst drop · 1Y−6.9%

197.3%Volatility · 1Y11.7%

14.1%Yield3.0%

$45.2MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: CWVX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CWVX1.30%$130

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

Yields: CWVX, SCHD

14.08%highest, CWVX

FundTrailing yieldYield$10k

CWVX14.08%$1,408

SCHD2.98%$298

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

Income After Fees on $10,000

$1,278most kept, CWVX

CWVX$1,408 − $130 = $1,278

SCHD$298 − $6 = $292

KeptFee

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

Overlap: CWVX, SCHD

Today

[…]holdings […]

CWVXSCHD

CWVX—[…]

SCHD[…]—

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

SCHDWorst drop−6.9%11.7% vol

CWVXWorst drop−95.2%197.3% vol

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

Paid More vs Made More

YTD

CWVXSCHD

−85.1%Year to date+32.3%

14.1%Yield3.0%

−95.2%Past year+38.7%

1.30%Fee0.06%

3–1SCHD 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026