Compare · 3 funds side by side · dividends reinvested

DEEP, LITL and SCHD

DEEPAcquirers Funds×LITLSimplify×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

DEEP, LITL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.0

Acquirers Small and Micro Deep Value ETFUS Stock Styles · Value0.80%2.10%+18.3%+21.3%+12.1%+4.5%−8.9%17.5%$25M2.3

Simplify Piper Sandler US Small-Cap PLUS Income ETFIncome · Dividend stocks0.90%2.80%+14.1%+17.9%[…][…]−9.4%17.1%$6M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DEEP 2014 · LITL 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Acquirers Small and Micro Deep Value ETF · $25M$12,487

DEEP

LITL

Simplify Piper Sandler US Small-Cap PLUS Income ETF · $6M[…]

$10,000 five years ago, dividends reinvested · they hold 9.0% in common

DEEPMeasureLITL

+18.3%Year to dateJan 1 → Nov 6+14.1%

+21.3%1 yearTotal return+17.9%

+12.1%3 years · per year$10,000 became $14,092 · […][…]

+4.5%5 years · per year$10,000 became $12,487 · […][…]

0.80%Expense ratio$80 · $90 a year on $10k · lower is better0.90%

2.10%Trailing 12-mo yield$210 · $280 a year on $10k2.80%

−8.9%Worst dropSmaller is better−9.4%

17.5%VolatilityLower is calmer17.1%

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

4–2DEEP wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DEEP vs LITL: Top 5 Holdings

Today

DEEP

7.7%in top 5

LITL

in top 53.1%

DEEPStockLITL

2.1%BMBLnot top 5

1.4%KSSnot top 5

1.4%DFINnot top 5

1.4%AMNnot top 5

1.4%AEOnot top 5

not top 5YOU0.7%

not top 5CNMD0.6%

not top 5LMB0.6%

not top 5SKWD0.6%

not top 5TCMD0.6%

Held in common9.0%

End-of-day Nov 6, 2026 · share of each fund

DEEP vs LITL Returns, Every Period

Acquirers FundsDEEP

+21.3%

past year

LITLSimplify

+17.9%

past year

DEEPLITLFaded: behind in that period

2–0DEEP wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DEEP vs SCHD

YTD

Acquirers FundsDEEP

+18.3%

SCHDSchwab

+31.4%

+18.3%Year to date+31.4%

−8.9%Worst drop · 1Y−6.9%

17.5%Volatility · 1Y11.7%

2.1%Yield3.0%

$25.4MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEEP, LITL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DEEP0.80%$80

LITL0.90%$90

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DEEP, LITL, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

LITL2.80%$280

DEEP2.10%$210

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

LITL$280 − $90 = $190

DEEP$210 − $80 = $130

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DEEP, LITL, SCHD

Today

9.0%most shared, DEEP and LITL

DEEPLITLSCHD

DEEP—9.0%0.1%

LITL9.0%—0.2%

SCHD0.1%0.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

LITLWorst drop−9.4%17.1% vol

DEEPWorst drop−8.9%17.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDEEP

+31.4%Year to date+18.3%

3.0%Yield2.1%

+37.0%Past year+21.3%

0.06%Fee0.80%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026