Compare EPU and SCHD | ETF Tracker

EPU and SCHD, 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%$120B1.3

iShares MSCI Peru and Global Exposure ETFInternational · Global0.59%2.13%+12.6%+35.6%+46.1%+26.9%−20.9%32.6%$493M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: EPU 2009 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI Peru and Global Exposure ETF · $493M$32,871

EPU

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

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

EPUMeasureSCHD

+12.6%Year to dateJan 1 → Nov 5+32.3%

+35.6%1 yearTotal return+38.7%

+46.1%3 years · per year$10,000 became $31,159 · $17,414+20.3%

+26.9%5 years · per year$10,000 became $32,871 · $16,375+10.4%

0.59%Expense ratio$59 · $6 a year on $10k · lower is better0.06%

2.13%Trailing 12-mo yield$213 · $298 a year on $10k2.98%

−20.9%Worst dropSmaller is better−6.9%

32.6%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

EPU vs SCHD: Top 5 Holdings

Today

EPU

56.6%in top 5

SCHD

in top 521.7%

EPUStockSCHD

23.9%BAPnot top 5

21.7%SCCOnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

4.1%BVNnot top 5

3.9%HOC.Lnot top 5

2.9%ISA.CLnot top 5

Held in common0.0%

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

EPU vs SCHD Returns, Every Period

5Y

iSharesEPU

+26.9%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

EPUSCHDFaded: behind in that period

2–2Level

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

International vs Income: EPU vs SCHD

YTD

iSharesEPU

+12.6%

SCHDSchwab

+32.3%

+12.6%Year to date+32.3%

−20.9%Worst drop · 1Y−6.9%

32.6%Volatility · 1Y11.7%

2.1%Yield3.0%

$493MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: EPU, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

EPU0.59%$59

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

Yields: EPU, SCHD

1Y

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

EPU2.13%$213

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

Income After Fees on $10,000

1Y

$292most kept, SCHD

SCHD$298 − $6 = $292

EPU$213 − $59 = $154

KeptFee

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

Overlap: EPU, SCHD

Today

0.0%most shared, EPU and SCHD

EPUSCHD

EPU—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

EPUWorst drop−20.9%32.6% vol

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

Paid More vs Made More

YTD

SCHDEPU

+32.3%Year to date+12.6%

3.0%Yield2.1%

+38.7%Past year+35.6%

0.06%Fee0.59%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026