Compare · 3 funds side by side · dividends reinvested

DTCR, SCHD and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

DTCR, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.1

Global X - Data Center & Digital Infrastructure ETFThematic · Infrastructure0.50%1.00%+17.7%+15.1%+27.6%+8.7%−23.5%26.8%$1.9B2.5

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: DTCR 2020 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Data Center & Digital Infrastructure ETF · $1.9B$15,206

DTCR

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DTCRMeasureSCHD

+17.7%Year to dateJan 1 → Nov 5+32.3%

+15.1%1 yearTotal return+38.7%

+27.6%3 years · per year$10,000 became $20,755 · $17,414+20.3%

+8.7%5 years · per year$10,000 became $15,206 · $16,375+10.4%

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

1.00%Trailing 12-mo yield$100 · $298 a year on $10k2.98%

−23.5%Worst dropSmaller is better−6.9%

26.8%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

DTCR vs SCHD: Top 5 Holdings

Today

DTCR

59.0%in top 5

SCHD

in top 521.7%

DTCRStockSCHD

15.1%AMTnot top 5

13.8%DLRnot top 5

13.5%EQIXnot top 5

11.4%CCInot top 5

5.1%SBACnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

DTCR vs SCHD Returns, Every Period

Global XDTCR

+8.7%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DTCRSCHDFaded: behind in that period

1–3SCHD wins

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

Thematic vs Income: DTCR vs SCHD

YTD

Global XDTCR

+17.7%

SCHDSchwab

+32.3%

+17.7%Year to date+32.3%

−23.5%Worst drop · 1Y−6.9%

26.8%Volatility · 1Y11.7%

1.0%Yield3.0%

$1.9BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: DTCR, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

DTCR0.50%$50

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

Yields: DTCR, SCHD, SMH

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

DTCR1.00%$100

SMH0.25%$25

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DTCR$100 − $50 = $50

SMH$25 − $35 = −$10

KeptFee

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

Overlap: DTCR, SCHD, SMH

Today

11.6%most shared, DTCR and SMH

DTCRSCHDSMH

DTCR—0.0%11.6%

SCHD0.0%—8.6%

SMH11.6%8.6%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

DTCRWorst drop−23.5%26.8% vol

SMHWorst drop−33.1%42.8% vol

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

Paid More vs Made More

YTD

SCHDSMH

+32.3%Year to date+24.3%

3.0%Yield0.2%

+38.7%Past year+27.3%

0.06%Fee0.35%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026