Compare · 2 funds side by side · dividends reinvested

FWD and SCHD

FWDAlliance Bernstein×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,454SCHD · best of the two

02 / 04

FWD and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.1

Alliance Bernstein - AB Disruptors ETFUnsorted0.65%0.10%+11.0%+10.1%+31.2%[…]−27.3%31.3%$2.9B1.9

Rank among the two1st → 2ndFee, 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: FWD 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,454

SCHD

FWD

Alliance Bernstein - AB Disruptors ETF · $2.9B[…]

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

SCHDMeasureFWD

+33.1%Year to dateJan 1 → Nov 9+11.0%

+39.1%1 yearTotal return+10.1%

+19.6%3 years · per year$10,000 became $17,118 · $22,574+31.2%

+10.5%5 years · per year$10,000 became $16,454 · […][…]

0.06%Expense ratio$6 · $65 a year on $10k · lower is better0.65%

2.96%Trailing 12-mo yield$296 · $10 a year on $10k0.10%

−6.9%Worst dropSmaller is better−27.3%

11.8%VolatilityLower is calmer31.3%

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

6–1SCHD wins

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

More Ways to See the Pairs

SCHD vs FWD: Top 5 Holdings

Today

SCHD

21.4%in top 5

FWD

in top 514.6%

SCHDStockFWD

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5MSFT3.6%

not top 5NVDA3.6%

not top 5META2.5%

not top 5AVGO2.4%

not top 5LLY2.4%

Held in common3.8%

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

SCHD vs FWD Returns, Every Period

SchwabSCHD

+39.1%

past year

FWDAlliance Bernstein

+10.1%

past year

SCHDFWDFaded: behind in that period

2–1SCHD wins

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

Income vs Unsorted: SCHD vs FWD

YTD

SchwabSCHD

+33.1%

FWDAlliance Bernstein

+11.0%

+33.1%Year to date+11.0%

−6.9%Worst drop · 1Y−27.3%

11.8%Volatility · 1Y31.3%

3.0%Yield0.1%

$120BAssets$2.9B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FWD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FWD0.65%$65

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

Yields: FWD, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

FWD0.10%$10

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

FWD$10 − $65 = −$55

KeptFee

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

Overlap: FWD, SCHD

Today

3.8%most shared, FWD and SCHD

FWDSCHD

FWD—3.8%

SCHD3.8%—

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

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

FWDWorst drop−27.3%31.3% vol

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

Paid More vs Made More

YTD

SCHDFWD

+33.1%Year to date+11.0%

3.0%Yield0.1%

+39.1%Past year+10.1%

0.06%Fee0.65%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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