Compare · 3 funds side by side · dividends reinvested

DIVY, DDIV and SCHD

DIVYSound Income×DDIVFirst Trust×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

DIVY, DDIV 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%$120B1.1

Sound Equity Dividend Income ETFIncome · Dividend stocks0.45%2.80%+22.3%+28.6%+14.0%+9.4%−9.0%14.0%$28M2.1

First Trust Dorsey Wright Momentum & Dividend ETFIncome · Dividend stocks0.60%1.66%+8.3%+14.9%+20.6%+8.9%−11.3%14.8%$73M2.8

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: DIVY 2020 · DDIV 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Sound Equity Dividend Income ETF · $28M$15,659

DIVY

DDIV

First Trust Dorsey Wright Momentum & Dividend ETF · $73M$15,340

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

DIVYMeasureDDIV

+22.3%Year to dateJan 1 → Nov 6+8.3%

+28.6%1 yearTotal return+14.9%

+14.0%3 years · per year$10,000 became $14,805 · $17,554+20.6%

+9.4%5 years · per year$10,000 became $15,659 · $15,340+8.9%

0.45%Expense ratio$45 · $60 a year on $10k · lower is better0.60%

2.80%Trailing 12-mo yield$280 · $166 a year on $10k1.66%

−9.0%Worst dropSmaller is better−11.3%

14.0%VolatilityLower is calmer14.8%

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

7–1DIVY wins

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

More Ways to See the Pairs

DIVY vs DDIV: Top 5 Holdings

Today

DIVY

24.8%in top 5

DDIV

in top 522.6%

DIVYStockDDIV

5.8%OMCnot top 5

5.7%PRGOnot top 5

not top 5SPG5.5%

not top 5CTRE4.8%

4.5%CRBGnot top 5

not top 5HAS4.5%

4.5%ESnot top 5

4.3%UPSnot top 5

not top 5CVX3.9%

not top 5HPQ3.9%

Held in common9.8%

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

DIVY vs DDIV Returns, Every Period

Sound IncomeDIVY

+9.4%

5 years, per year

DDIVFirst Trust

+8.9%

5 years, per year

DIVYDDIVFaded: behind in that period

3–1DIVY wins

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

DIVY vs SCHD

YTD

Sound IncomeDIVY

+22.3%

SCHDSchwab

+31.4%

+22.3%Year to date+31.4%

−9.0%Worst drop · 1Y−6.9%

14.0%Volatility · 1Y11.7%

2.8%Yield3.0%

$28.4MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: DIVY, DDIV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DIVY0.45%$45

DDIV0.60%$60

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

Yields: DIVY, DDIV, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

DIVY2.80%$280

DDIV1.66%$166

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DIVY$280 − $45 = $235

DDIV$166 − $60 = $106

KeptFee

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

Overlap: DIVY, DDIV, SCHD

Today

11.3%most shared, DDIV and SCHD

DIVYDDIVSCHD

DIVY—9.8%6.9%

DDIV9.8%—11.3%

SCHD6.9%11.3%—

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

DIVYWorst drop−9.0%14.0% vol

DDIVWorst drop−11.3%14.8% vol

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

Paid More vs Made More

YTD

SCHDDIVY

+31.4%Year to date+22.3%

3.0%Yield2.8%

+37.0%Past year+28.6%

0.06%Fee0.45%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026