Compare · 3 funds side by side · dividends reinvested

DFII, SCHD and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

DFII, SCHD and DGRO, 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%$123B1.6

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$46.1B1.6

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%19.23%−11.4%−25.7%[…][…]−42.9%42.2%$20M2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFII 2025 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Bitcoin Strategy & Target Income ETF · $20M[…]

DFII

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested

DFIIMeasureSCHD

−11.4%Year to dateJan 1 → Nov 5+35.3%

−25.7%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

19.23%Trailing 12-mo yield$1,923 · $291 a year on $10k2.91%

−42.9%Worst dropSmaller is better−6.9%

42.2%VolatilityLower is calmer11.5%

DFIISCHD 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

DFII vs SCHD: Top 5 Holdings

Today

DFII

[…]in top 5

SCHD

in top 521.7%

DFIIStockSCHD

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

DFII vs SCHD Returns, Every Period

First TrustDFII

−25.7%

past year

SCHDSchwab

+41.6%

past year

DFIISCHDFaded: behind in that period

0–2SCHD wins

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

DFII vs SCHD

YTD

First TrustDFII

−11.4%

SCHDSchwab

+35.3%

−11.4%Year to date+35.3%

−42.9%Worst drop · 1Y−6.9%

42.2%Volatility · 1Y11.5%

19.2%Yield2.9%

$20.2MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: DFII, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

DFII0.85%$85

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

Yields: DFII, SCHD, DGRO

19.23%highest, DFII

FundTrailing yieldYield$10k

DFII19.23%$1,923

SCHD2.91%$291

DGRO1.81%$181

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

Income After Fees on $10,000

$1,838most kept, DFII

DFII$1,923 − $85 = $1,838

SCHD$291 − $6 = $285

DGRO$181 − $8 = $173

KeptFee

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

Overlap: DFII, SCHD, DGRO

Today

21.1%most shared, SCHD and DGRO

DFIISCHDDGRO

DFII—[…][…]

SCHD[…]—21.1%

DGRO[…]21.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

DGROWorst drop−6.5%9.7% vol

SCHDWorst drop−6.9%11.5% vol

DFIIWorst drop−42.9%42.2% vol

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

Paid More vs Made More

YTD

DFIISCHD

−11.4%Year to date+35.3%

19.2%Yield2.9%

−25.7%Past year+41.6%

0.85%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 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 5, 2026