Compare · 2 funds side by side · dividends reinvested

DIVD and SCHD

DIVDAltrius×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

DIVD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.3

Altrius Global Dividend ETFIncome · Dividend stocks0.49%2.67%+20.8%+27.5%+21.7%[…]−7.1%11.2%$26M1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: DIVD 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Altrius Global Dividend ETF · $26M[…]

DIVD

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

DIVDMeasureSCHD

+20.8%Year to dateJan 1 → Nov 3+32.8%

+27.5%1 yearTotal return+37.6%

+21.7%3 years · per year$10,000 became $18,026 · $17,784+21.2%

[…]5 years · per year$10,000 became […] · $16,352+10.3%

0.49%Expense ratio$49 · $6 a year on $10k · lower is better0.06%

2.67%Trailing 12-mo yield$267 · $297 a year on $10k2.97%

−7.1%Worst dropSmaller is better−6.9%

11.2%VolatilityLower is calmer11.4%

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

2–5SCHD wins

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

More Ways to See the Pairs

DIVD vs SCHD: Top 5 Holdings

Today

DIVD

11.9%in top 5

SCHD

in top 521.4%

DIVDStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

2.4%NXPInot top 5

2.4%AZNnot top 5

2.4%CGEMYnot top 5

2.3%RBGLYnot top 5

2.3%BTInot top 5

Held in common14.5%

End-of-day Nov 3, 2026 · share of each fund

DIVD vs SCHD Returns, Every Period

AltriusDIVD

+27.5%

past year

SCHDSchwab

+37.6%

past year

DIVDSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DIVD vs SCHD

YTD

AltriusDIVD

+20.8%

SCHDSchwab

+32.8%

+20.8%Year to date+32.8%

−7.1%Worst drop · 1Y−6.9%

11.2%Volatility · 1Y11.4%

2.7%Yield3.0%

$26.4MAssets$121B

3–1SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIVD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DIVD0.49%$49

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DIVD, SCHD

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

DIVD2.67%$267

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DIVD$267 − $49 = $218

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DIVD, SCHD

Today

14.5%most shared, DIVD and SCHD

DIVDSCHD

DIVD—14.5%

SCHD14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

DIVDWorst drop−7.1%11.2% vol

SCHDWorst drop−6.9%11.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDIVD

+32.8%Year to date+20.8%

3.0%Yield2.7%

+37.6%Past year+27.5%

0.06%Fee0.49%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026