Compare · 3 funds side by side · dividends reinvested

ELFY, FDV and SCHD

ELFYALPS×FDVFederated Hermes×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

ELFY, FDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.1

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.84%+23.0%+25.3%+19.1%[…]−7.4%11.3%$1.0B2.0

ALPS Electrification Infrastructure ETFThematic · Infrastructure0.50%1.18%+7.1%+2.5%[…][…]−22.4%22.7%$159M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: ELFY 2025 · FDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ALPS Electrification Infrastructure ETF · $159M[…]

ELFY

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

ELFY

More Ways to See the Pairs

ELFY vs SCHD: Top 5 Holdings

Today

ELFY

5.6%in top 5

SCHD

in top 521.7%

ELFYStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: ELFY, FDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ELFY0.50%$50

FDV0.61%$61

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: ELFY, FDV, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SCHD

+7.1%Year to dateJan 1 → Nov 11+34.6%

+2.5%1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

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

1.18%Trailing 12-mo yield$118 · $293 a year on $10k2.93%

−22.4%Worst dropSmaller is better−6.9%

22.7%VolatilityLower is calmer11.8%

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

0–6SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.2%NXTnot top 5

1.2%BKHnot top 5

1.1%TLNnot top 5

1.1%RRXnot top 5

1.1%TTEKnot top 5

Held in common0.9%

End-of-day Nov 11, 2026 · share of each fund

ELFY vs SCHD Returns, Every Period

1Y

ALPSELFY

+2.5%

past year

SCHDSchwab

+39.3%

past year

ELFYSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Thematic vs Income: ELFY vs SCHD

YTD

ALPSELFY

+7.1%

SCHDSchwab

+34.6%

+7.1%Year to date+34.6%

−22.4%Worst drop · 1Y−6.9%

22.7%Volatility · 1Y11.8%

1.2%Yield2.9%

$159MAssets$123B

4–0SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

FDV2.84%$284

ELFY1.18%$118

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

FDV$284 − $61 = $223

ELFY$118 − $50 = $68

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: ELFY, FDV, SCHD

Today

21.6%most shared, FDV and SCHD

ELFYFDVSCHD

ELFY—8.1%0.9%

FDV8.1%—21.6%

SCHD0.9%21.6%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

FDVWorst drop−7.4%11.3% vol

SCHDWorst drop−6.9%11.8% vol

ELFYWorst drop−22.4%22.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFDV

+34.6%Year to date+23.0%

2.9%Yield2.8%

+39.3%Past year+25.3%

0.06%Fee0.61%

4–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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ELFY, FDV and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three