Compare · 2 funds side by side · dividends reinvested

DSMC and SCHD

DSMCDistillate×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

DSMC 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%$123B1.1

Distillate Small/Mid Cash Flow ETFUnsorted0.55%1.09%+30.5%+34.9%+18.3%[…]−6.3%15.3%$148M1.9

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: DSMC 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Distillate Small/Mid Cash Flow ETF · $148M[…]

DSMC

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

DSMCMeasureSCHD

+30.5%Year to dateJan 1 → Nov 4+35.3%

+34.9%1 yearTotal return+41.6%

+18.3%3 years · per year$10,000 became $16,564 · $17,908+21.4%

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

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

1.09%Trailing 12-mo yield$109 · $291 a year on $10k2.91%

−6.3%Worst dropSmaller is better−6.9%

15.3%VolatilityLower is calmer11.5%

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

1–6SCHD wins

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

More Ways to See the Pairs

DSMC vs SCHD: Top 5 Holdings

Today

DSMC

6.8%in top 5

SCHD

in top 521.6%

DSMCStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

2.0%SWKSnot top 5

1.3%DXCnot top 5

1.2%VSNTnot top 5

1.2%ICLRnot top 5

1.1%CROXnot top 5

Held in common0.7%

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

DSMC vs SCHD Returns, Every Period

DistillateDSMC

+34.9%

past year

SCHDSchwab

+41.6%

past year

DSMCSCHDFaded: behind in that period

0–3SCHD wins

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

Unsorted vs Income: DSMC vs SCHD

YTD

DistillateDSMC

+30.5%

SCHDSchwab

+35.3%

+30.5%Year to date+35.3%

−6.3%Worst drop · 1Y−6.9%

15.3%Volatility · 1Y11.5%

1.1%Yield2.9%

$148MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: DSMC, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DSMC0.55%$55

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

Yields: DSMC, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

DSMC1.09%$109

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

DSMC$109 − $55 = $54

KeptFee

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

Overlap: DSMC, SCHD

Today

0.7%most shared, DSMC and SCHD

DSMCSCHD

DSMC—0.7%

SCHD0.7%—

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

DSMCWorst drop−6.3%15.3% vol

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

Paid More vs Made More

YTD

SCHDDSMC

+35.3%Year to date+30.5%

2.9%Yield1.1%

+41.6%Past year+34.9%

0.06%Fee0.55%

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