Compare · 2 funds side by side · dividends reinvested

DJD and SCHD

DJDInvesco×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,639DJD · best of the two

02 / 04

DJD 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%$121B1.4

Invesco Dow Jones Industrial Average Dividend ETFIncome · Dividend stocks0.07%2.18%+24.3%+29.9%+23.3%+13.3%−5.7%11.5%$534M1.6

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: DJD 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dow Jones Industrial Average Dividend ETF · $534M$18,639

DJD

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 28.6% in common

DJDMeasureSCHD

+24.3%Year to dateJan 1 → Nov 4+35.3%

+29.9%1 yearTotal return+41.6%

+23.3%3 years · per year$10,000 became $18,760 · $17,908+21.4%

+13.3%5 years · per year$10,000 became $18,639 · $16,881+11.0%

0.07%Expense ratio$7 · $6 a year on $10k · lower is better0.06%

2.18%Trailing 12-mo yield$218 · $291 a year on $10k2.91%

−5.7%Worst dropSmaller is better−6.9%

11.5%VolatilityLower is calmer11.5%

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

3–4SCHD wins

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

More Ways to See the Pairs

DJD vs SCHD: Top 5 Holdings

Today

DJD

34.4%in top 5

SCHD

in top 521.6%

DJDStockSCHD

8.5%NKEnot top 5

7.2%CVX4.2%

6.7%PG4.3%

6.0%HDnot top 5

5.9%IBMnot top 5

not top 5TXN4.8%

not top 5KO4.2%

not top 5COP4.1%

Held in common28.6%

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

DJD vs SCHD Returns, Every Period

InvescoDJD

+13.3%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

DJDSCHDFaded: behind in that period

2–2Level

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

DJD vs SCHD

YTD

InvescoDJD

+24.3%

SCHDSchwab

+35.3%

+24.3%Year to date+35.3%

−5.7%Worst drop · 1Y−6.9%

11.5%Volatility · 1Y11.5%

2.2%Yield2.9%

$534MAssets$121B

2–1SCHD wins

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

Cost, Income and Risk

Fees: DJD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DJD0.07%$7

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

Yields: DJD, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

DJD2.18%$218

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DJD$218 − $7 = $211

KeptFee

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

Overlap: DJD, SCHD

Today

28.6%most shared, DJD and SCHD

DJDSCHD

DJD—28.6%

SCHD28.6%—

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

DJDWorst drop−5.7%11.5% vol

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

Paid More vs Made More

YTD

SCHDDJD

+35.3%Year to date+24.3%

2.9%Yield2.2%

+41.6%Past year+29.9%

0.06%Fee0.07%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026