Compare · 2 funds side by side · dividends reinvested

DBE and SCHD

DBEInvesco×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,698DBE · best of the two

02 / 04

DBE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco DB Energy FundSectors · Energy0.79%1.88%+105.2%+93.4%+22.3%+17.8%−24.7%41.3%$142M1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: DBE 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco DB Energy Fund · $142M$22,698

DBE

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DBEMeasureSCHD

+105.2%Year to dateJan 1 → Nov 4+35.3%

+93.4%1 yearTotal return+41.6%

+22.3%3 years · per year$10,000 became $18,276 · $17,908+21.4%

+17.8%5 years · per year$10,000 became $22,698 · $16,881+11.0%

0.79%Expense ratio$79 · $6 a year on $10k · lower is better0.06%

1.88%Trailing 12-mo yield$188 · $291 a year on $10k2.91%

−24.7%Worst dropSmaller is better−6.9%

41.3%VolatilityLower is calmer11.5%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DBE vs SCHD: Top 5 Holdings

Today

DBE

100.0%in top 5

SCHD

in top 521.6%

DBEStockSCHD

100.0%AGPXXnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

DBE vs SCHD Returns, Every Period

InvescoDBE

+17.8%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

DBESCHDFaded: behind in that period

4–0DBE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: DBE vs SCHD

YTD

InvescoDBE

+105.2%

SCHDSchwab

+35.3%

+105.2%Year to date+35.3%

−24.7%Worst drop · 1Y−6.9%

41.3%Volatility · 1Y11.5%

1.9%Yield2.9%

$142MAssets$123B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DBE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DBE0.79%$79

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DBE, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

DBE1.88%$188

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DBE$188 − $79 = $109

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DBE, SCHD

Today

0.0%most shared, DBE and SCHD

DBESCHD

DBE—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+93.4%DBE, at 41.3% volatility

SCHDWorst drop−6.9%11.5% vol

DBEWorst drop−24.7%41.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDBE

+35.3%Year to date+105.2%

2.9%Yield1.9%

+41.6%Past year+93.4%

0.06%Fee0.79%

2–2level

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026