Compare · 3 funds side by side · dividends reinvested

GDMA, SCHD and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,131DGRO · best of the three

02 / 04

GDMA, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.6

Gadsden Dynamic Multi-Asset ETFUnsorted0.75%2.67%+4.6%+7.3%+13.3%+7.3%−10.0%15.1%$191M2.9

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: GDMA 2018 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Gadsden Dynamic Multi-Asset ETF · $191M$14,199

GDMA

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

GDMAMeasureSCHD

+4.6%Year to dateJan 1 → Nov 9+33.2%

+7.3%1 yearTotal return+39.1%

+13.3%3 years · per year$10,000 became $14,532 · $17,123+19.6%

+7.3%5 years · per year$10,000 became $14,199 · $16,459+10.5%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

2.67%Trailing 12-mo yield$267 · $296 a year on $10k2.96%

−10.0%Worst dropSmaller is better−6.9%

15.1%VolatilityLower is calmer11.8%

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

0–8SCHD wins

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

More Ways to See the Pairs

GDMA vs SCHD: Top 5 Holdings

Today

GDMA

53.1%in top 5

SCHD

in top 521.4%

GDMAStockSCHD

20.6%BOXXnot top 5

10.0%SCHQnot top 5

10.0%TLTnot top 5

7.5%SGOLnot top 5

5.1%RINGnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common1.0%

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

GDMA vs SCHD Returns, Every Period

GadsdenGDMA

+7.3%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

GDMASCHDFaded: behind in that period

0–4SCHD wins

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

Unsorted vs Income: GDMA vs SCHD

YTD

GadsdenGDMA

+4.6%

SCHDSchwab

+33.2%

+4.6%Year to date+33.2%

−10.0%Worst drop · 1Y−6.9%

15.1%Volatility · 1Y11.8%

2.7%Yield3.0%

$191MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: GDMA, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

GDMA0.75%$75

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

Yields: GDMA, SCHD, DGRO

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

GDMA2.67%$267

DGRO1.84%$184

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

GDMA$267 − $75 = $192

DGRO$184 − $8 = $176

KeptFee

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

Overlap: GDMA, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

GDMASCHDDGRO

GDMA—1.0%5.4%

SCHD1.0%—21.3%

DGRO5.4%21.3%—

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

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

GDMAWorst drop−10.0%15.1% vol

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

Paid More vs Made More

YTD

SCHDDGRO

+33.2%Year to date+18.8%

3.0%Yield1.8%

+39.1%Past year+22.9%

0.06%Fee0.08%

4–0SCHD 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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