Compare · 2 funds side by side · dividends reinvested

ERTH and SCHD

ERTHInvesco×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

ERTH 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%$123B1.0

Invesco MSCI Sustainable Future ETFUnsorted0.68%1.95%−8.1%−9.6%+4.5%−8.2%−19.8%17.2%$121M2.0

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: ERTH 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI Sustainable Future ETF · $121M$6,502

ERTH

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

ERTHMeasureSCHD

−8.1%Year to dateJan 1 → Nov 4+35.3%

−9.6%1 yearTotal return+41.6%

+4.5%3 years · per year$10,000 became $11,411 · $17,908+21.4%

−8.2%5 years · per year$10,000 became $6,502 · $16,881+11.0%

0.68%Expense ratio$68 · $6 a year on $10k · lower is better0.06%

1.95%Trailing 12-mo yield$195 · $291 a year on $10k2.91%

−19.8%Worst dropSmaller is better−6.9%

17.2%VolatilityLower is calmer11.5%

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

0–8SCHD wins

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

More Ways to See the Pairs

ERTH vs SCHD: Top 5 Holdings

Today

ERTH

26.0%in top 5

SCHD

in top 521.6%

ERTHStockSCHD

6.3%TSLAnot top 5

5.3%NVDAnot top 5

5.2%DLRnot top 5

not top 5TXN4.8%

4.6%VWS.COnot top 5

4.5%1211.HKnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.1%

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

ERTH vs SCHD Returns, Every Period

InvescoERTH

−8.2%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

ERTHSCHDFaded: behind in that period

0–4SCHD wins

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

Unsorted vs Income: ERTH vs SCHD

YTD

InvescoERTH

−8.1%

SCHDSchwab

+35.3%

−8.1%Year to date+35.3%

−19.8%Worst drop · 1Y−6.9%

17.2%Volatility · 1Y11.5%

1.9%Yield2.9%

$121MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: ERTH, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ERTH0.68%$68

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

Yields: ERTH, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

ERTH1.95%$195

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ERTH$195 − $68 = $127

KeptFee

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

Overlap: ERTH, SCHD

Today

0.1%most shared, ERTH and SCHD

ERTHSCHD

ERTH—0.1%

SCHD0.1%—

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

ERTHWorst drop−19.8%17.2% vol

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

Paid More vs Made More

YTD

SCHDERTH

+35.3%Year to date−8.1%

2.9%Yield1.9%

+41.6%Past year−9.6%

0.06%Fee0.68%

4–0SCHD 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026