Compare · 2 funds side by side · dividends reinvested

EPRF and SCHD

EPRFInnovator×SCHDSchwab×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

Search ETFs and stocks

Portfolio

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

Story of the two · IncomeMost incomeEPRF · 6.68% · $668 a year on $10k

Story of the two · RiskSmallest drop

EPRF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.3

Innovator S&P Inv. Grade Preferred ETFUS Stock Styles · Large cap0.47%6.68%−9.1%−9.6%+0.9%−3.7%−11.3%8.0%$62M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: EPRF 2016 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $124B$16,418

SCHD

EPRF

Innovator S&P Inv. Grade Preferred ETF · $62M$8,283

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

SCHDMeasureEPRF

+34.9%

More Ways to See the Pairs

SCHD vs EPRF: Top 5 Holdings

Today

SCHD

21.8%in top 5

EPRF

in top 520.2%

SCHDStockEPRF

4.8%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.2%HDnot top 5

not top 5HIG-PG4.1%

Cost, Income and Risk

Fees: EPRF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

EPRF0.47%$47

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: EPRF, SCHD

1Y

6.68%highest, EPRF

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

−9.1%

+37.5%1 yearTotal return−9.6%

+20.2%3 years · per year$10,000 became $17,374 · $10,277+0.9%

+10.4%5 years · per year$10,000 became $16,418 · $8,283−3.7%

0.06%Expense ratio$6 · $47 a year on $10k · lower is better0.47%

2.92%Trailing 12-mo yield$292 · $668 a year on $10k6.68%

−6.9%Worst dropSmaller is better−11.3%

11.7%VolatilityLower is calmer8.0%

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

6–2SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%AMGNnot top 5

not top 5UMBFO4.1%

not top 5VOYA-PB4.0%

not top 5AXS-PE4.0%

not top 5STT-PG4.0%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

SCHD vs EPRF Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

EPRFInnovator

−3.7%

5 years, per year

SCHDEPRFFaded: behind in that period

4–0SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Stocks: SCHD vs EPRF

YTD

SchwabSCHD

+34.9%

EPRFInnovator

−9.1%

+34.9%Year to date−9.1%

−6.9%Worst drop · 1Y−11.3%

11.7%Volatility · 1Y8.0%

2.9%Yield6.7%

$124BAssets$62.1M

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

EPRF6.68%$668

SCHD2.92%$292

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$621most kept, EPRF

EPRF$668 − $47 = $621

SCHD$292 − $6 = $286

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: EPRF, SCHD

Today

0.0%most shared, EPRF and SCHD

EPRFSCHD

EPRF—0.0%

SCHD0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

EPRFWorst drop−11.3%8.0% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

EPRFSCHD

−9.1%Year to date+34.9%

6.7%Yield2.9%

−9.6%Past year+37.5%

0.47%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

Loading…

EPRF and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two