Compare · 3 funds side by side · dividends reinvested

FPAS, SCHD and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,254VYM · best of the three

02 / 04

FPAS, SCHD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.8

FPA Short Duration Government ETFBonds & Cash · Treasuries8.90%4.63%−0.6%+0.1%[…][…]−4.6%3.7%$16M2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: FPAS 2024 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

FPA Short Duration Government ETF · $16M[…]

FPAS

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested

FPASMeasureSCHD

−0.6%Year to dateJan 1 → Nov 9+33.2%

+0.1%1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

8.90%Expense ratio$890 · $6 a year on $10k · lower is better0.06%

4.63%Trailing 12-mo yield$463 · $296 a year on $10k2.96%

−4.6%Worst dropSmaller is better−6.9%

3.7%VolatilityLower is calmer11.8%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FPAS vs SCHD: Top 5 Holdings

Today

FPAS

[…]in top 5

SCHD

in top 521.4%

FPASStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

FPAS vs SCHD Returns, Every Period

FPAFPAS

+0.1%

past year

SCHDSchwab

+39.1%

past year

FPASSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: FPAS vs SCHD

YTD

FPAFPAS

−0.6%

SCHDSchwab

+33.2%

−0.6%Year to date+33.2%

−4.6%Worst drop · 1Y−6.9%

3.7%Volatility · 1Y11.8%

4.6%Yield3.0%

$16.4MAssets$122B

3–1FPAS wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FPAS, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

FPAS8.90%$890

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FPAS, SCHD, VYM

4.63%highest, FPAS

FundTrailing yieldYield$10k

FPAS4.63%$463

SCHD2.96%$296

VYM2.26%$226

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

FPAS$463 − $890 = −$427

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FPAS, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

FPASSCHDVYM

FPAS—[…][…]

SCHD[…]—21.9%

VYM[…]21.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

FPASWorst drop−4.6%3.7% vol

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FPASSCHD

−0.6%Year to date+33.2%

4.6%Yield3.0%

+0.1%Past year+39.1%

8.90%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026