Compare · 2 funds side by side · dividends reinvested

FFIU and SCHD

FFIUUVA×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

FFIU 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%$123B1.4

UVA Unconstrained Medium-Term Fixed Income ETFBonds & Cash · Other bonds0.81%4.24%−1.7%−0.3%+5.6%−0.5%−6.4%6.5%$49M1.6

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: FFIU 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

UVA Unconstrained Medium-Term Fixed Income ETF · $49M$9,734

FFIU

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

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

FFIUMeasureSCHD

−1.7%Year to dateJan 1 → Nov 5+32.3%

−0.3%1 yearTotal return+38.7%

+5.6%3 years · per year$10,000 became $11,771 · $17,414+20.3%

−0.5%5 years · per year$10,000 became $9,734 · $16,375+10.4%

0.81%Expense ratio$81 · $6 a year on $10k · lower is better0.06%

4.24%Trailing 12-mo yield$424 · $298 a year on $10k2.98%

−6.4%Worst dropSmaller is better−6.9%

6.5%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

FFIU vs SCHD: Top 5 Holdings

Today

FFIU

1.9%in top 5

SCHD

in top 521.7%

FFIUStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

0.8%BBNnot top 5

0.7%GBABnot top 5

0.4%EVVnot top 5

Held in common0.0%

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

FFIU vs SCHD Returns, Every Period

UVAFFIU

−0.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FFIUSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: FFIU vs SCHD

YTD

UVAFFIU

−1.7%

SCHDSchwab

+32.3%

−1.7%Year to date+32.3%

−6.4%Worst drop · 1Y−6.9%

6.5%Volatility · 1Y11.7%

4.2%Yield3.0%

$48.6MAssets$123B

3–1FFIU wins

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

Cost, Income and Risk

Fees: FFIU, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FFIU0.81%$81

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

Yields: FFIU, SCHD

4.24%highest, FFIU

FundTrailing yieldYield$10k

FFIU4.24%$424

SCHD2.98%$298

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

Income After Fees on $10,000

$343most kept, FFIU

FFIU$424 − $81 = $343

SCHD$298 − $6 = $292

KeptFee

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

Overlap: FFIU, SCHD

Today

0.0%most shared, FFIU and SCHD

FFIUSCHD

FFIU—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

FFIUWorst drop−6.4%6.5% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

FFIUSCHD

−1.7%Year to date+32.3%

4.2%Yield3.0%

−0.3%Past year+38.7%

0.81%Fee0.06%

3–1SCHD 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026