Compare · 2 funds side by side · dividends reinvested

HAP and SCHD

HAPVanEck×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,695HAP · best of the two

02 / 04

HAP 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%$121B1.1

VanEck Natural Resources ETFUnsorted0.41%1.85%+22.8%+32.5%+19.4%+12.1%−9.1%16.3%$321M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: HAP 2008 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Natural Resources ETF · $321M$17,695

HAP

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

HAPMeasureSCHD

+22.8%Year to dateJan 1 → Nov 4+35.3%

+32.5%1 yearTotal return+41.6%

+19.4%3 years · per year$10,000 became $17,003 · $17,908+21.4%

+12.1%5 years · per year$10,000 became $17,695 · $16,881+11.0%

0.41%Expense ratio$41 · $6 a year on $10k · lower is better0.06%

1.85%Trailing 12-mo yield$185 · $291 a year on $10k2.91%

−9.1%Worst dropSmaller is better−6.9%

16.3%VolatilityLower is calmer11.5%

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

1–7SCHD wins

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

More Ways to See the Pairs

HAP vs SCHD: Top 5 Holdings

Today

HAP

25.0%in top 5

SCHD

in top 521.6%

HAPStockSCHD

5.8%XOMnot top 5

5.7%CVX4.2%

5.3%DEnot top 5

not top 5TXN4.8%

4.4%IBE.MCnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5COP4.1%

3.9%BAYN.DEnot top 5

Held in common8.2%

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

HAP vs SCHD Returns, Every Period

VanEckHAP

+12.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

HAPSCHDFaded: behind in that period

1–3SCHD wins

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

Unsorted vs Income: HAP vs SCHD

YTD

VanEckHAP

+22.8%

SCHDSchwab

+35.3%

+22.8%Year to date+35.3%

−9.1%Worst drop · 1Y−6.9%

16.3%Volatility · 1Y11.5%

1.8%Yield2.9%

$321MAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: HAP, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

HAP0.41%$41

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

Yields: HAP, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

HAP1.85%$185

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

HAP$185 − $41 = $144

KeptFee

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

Overlap: HAP, SCHD

Today

8.2%most shared, HAP and SCHD

HAPSCHD

HAP—8.2%

SCHD8.2%—

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

HAPWorst drop−9.1%16.3% vol

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

Paid More vs Made More

YTD

SCHDHAP

+35.3%Year to date+22.8%

2.9%Yield1.8%

+41.6%Past year+32.5%

0.06%Fee0.41%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026