Compare · 2 funds side by side · dividends reinvested

DEEP and SCHD

DEEPAcquirers Funds×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

DEEP and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.0

Acquirers Small and Micro Deep Value ETFUS Stock Styles · Value0.80%2.00%+24.5%+28.8%+14.5%+6.0%−8.9%17.3%$26M2.0

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: DEEP 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Acquirers Small and Micro Deep Value ETF · $26M$13,390

DEEP

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

DEEPMeasureSCHD

+24.5%Year to dateJan 1 → Nov 4+35.3%

+28.8%1 yearTotal return+41.6%

+14.5%3 years · per year$10,000 became $15,014 · $17,908+21.4%

+6.0%5 years · per year$10,000 became $13,390 · $16,881+11.0%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

2.00%Trailing 12-mo yield$200 · $291 a year on $10k2.91%

−8.9%Worst dropSmaller is better−6.9%

17.3%VolatilityLower is calmer11.5%

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

0–8SCHD wins

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

More Ways to See the Pairs

DEEP vs SCHD: Top 5 Holdings

Today

DEEP

7.5%in top 5

SCHD

in top 521.6%

DEEPStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

2.1%BMBLnot top 5

1.4%KSSnot top 5

1.4%DFINnot top 5

1.3%AMNnot top 5

1.3%AEOnot top 5

Held in common0.1%

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

DEEP vs SCHD Returns, Every Period

Acquirers FundsDEEP

+6.0%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

DEEPSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: DEEP vs SCHD

YTD

Acquirers FundsDEEP

+24.5%

SCHDSchwab

+35.3%

+24.5%Year to date+35.3%

−8.9%Worst drop · 1Y−6.9%

17.3%Volatility · 1Y11.5%

2.0%Yield2.9%

$25.7MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: DEEP, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DEEP0.80%$80

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

Yields: DEEP, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

DEEP2.00%$200

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DEEP$200 − $80 = $120

KeptFee

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

Overlap: DEEP, SCHD

Today

0.1%most shared, DEEP and SCHD

DEEPSCHD

DEEP—0.1%

SCHD0.1%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

DEEPWorst drop−8.9%17.3% vol

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

Paid More vs Made More

YTD

SCHDDEEP

+35.3%Year to date+24.5%

2.9%Yield2.0%

+41.6%Past year+28.8%

0.06%Fee0.80%

4–0SCHD wins

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