Compare · 2 funds side by side · dividends reinvested

EDIV and SCHD

EDIVSPDR×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,098EDIV · best of the two

02 / 04

EDIV 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%$121B1.3

State Street SPDR S&P Emerging Markets Dividend ETFIncome · Dividend stocks0.49%4.30%+7.9%+10.1%+16.8%+11.3%−10.3%12.8%$1.2B1.8

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: EDIV 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Emerging Markets Dividend ETF · $1.2B$17,098

EDIV

SCHD

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

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

EDIVMeasureSCHD

+7.9%Year to dateJan 1 → Nov 4+35.3%

+10.1%1 yearTotal return+41.6%

+16.8%3 years · per year$10,000 became $15,915 · $17,908+21.4%

+11.3%5 years · per year$10,000 became $17,098 · $16,881+11.0%

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

4.30%Trailing 12-mo yield$430 · $291 a year on $10k2.91%

−10.3%Worst dropSmaller is better−6.9%

12.8%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

EDIV vs SCHD: Top 5 Holdings

Today

EDIV

12.7%in top 5

SCHD

in top 521.6%

EDIVStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.2%2688.HKnot top 5

2.9%NED.JOnot top 5

2.2%0288.HKnot top 5

2.2%0788.HKnot top 5

2.1%5876.TWnot top 5

Held in common0.0%

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

EDIV vs SCHD Returns, Every Period

SPDREDIV

+11.3%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

EDIVSCHDFaded: behind in that period

1–3SCHD wins

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

EDIV vs SCHD

YTD

SPDREDIV

+7.9%

SCHDSchwab

+35.3%

+7.9%Year to date+35.3%

−10.3%Worst drop · 1Y−6.9%

12.8%Volatility · 1Y11.5%

4.3%Yield2.9%

$1.2BAssets$121B

3–1SCHD wins

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

Cost, Income and Risk

Fees: EDIV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

EDIV0.49%$49

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

Yields: EDIV, SCHD

4.30%highest, EDIV

FundTrailing yieldYield$10k

EDIV4.30%$430

SCHD2.91%$291

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

Income After Fees on $10,000

$381most kept, EDIV

EDIV$430 − $49 = $381

SCHD$291 − $6 = $285

KeptFee

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

Overlap: EDIV, SCHD

Today

0.0%most shared, EDIV and SCHD

EDIVSCHD

EDIV—0.0%

SCHD0.0%—

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

EDIVWorst drop−10.3%12.8% vol

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

Paid More vs Made More

YTD

EDIVSCHD

+7.9%Year to date+35.3%

4.3%Yield2.9%

+10.1%Past year+41.6%

0.49%Fee0.06%

3–1SCHD 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