Compare · 3 funds side by side · dividends reinvested

HEAL, DIVE and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

HEAL, DIVE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.0

Dana Concentrated Dividend ETFIncome · Dividend stocks0.65%1.27%+11.2%+17.4%[…][…]−11.5%12.8%$52M2.2

Global X HealthTech ETFUnsorted0.50%0.23%+4.6%−2.5%+7.7%−11.0%−27.2%23.9%$37M2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: HEAL 2020 · DIVE 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X HealthTech ETF · $37M$5,589

HEAL

DIVE

Dana Concentrated Dividend ETF · $52M[…]

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

HEALMeasureDIVE

+4.6%Year to dateJan 1 → Nov 6+11.2%

−2.5%1 yearTotal return+17.4%

+7.7%3 years · per year$10,000 became $12,488 · […][…]

−11.0%5 years · per year$10,000 became $5,589 · […][…]

0.50%Expense ratio$50 · $65 a year on $10k · lower is better0.65%

0.23%Trailing 12-mo yield$24 · $127 a year on $10k1.27%

−27.2%Worst dropSmaller is better−11.5%

23.9%VolatilityLower is calmer12.8%

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

1–5DIVE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HEAL vs DIVE: Top 5 Holdings

Today

HEAL

27.6%in top 5

DIVE

in top 525.9%

HEALStockDIVE

6.2%VEEVnot top 5

5.8%OSCRnot top 5

5.8%IQV4.9%

not top 5KDP5.5%

not top 5PM5.5%

not top 5QSR5.2%

5.1%PME.AXnot top 5

not top 5AMZN4.8%

4.7%DXCMnot top 5

Held in common4.9%

End-of-day Nov 6, 2026 · share of each fund

HEAL vs DIVE Returns, Every Period

Global XHEAL

−2.5%

past year

DIVEDana

+17.4%

past year

HEALDIVEFaded: behind in that period

0–2DIVE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: HEAL vs SCHD

YTD

Global XHEAL

+4.6%

SCHDSchwab

+31.4%

+4.6%Year to date+31.4%

−27.2%Worst drop · 1Y−6.9%

23.9%Volatility · 1Y11.7%

0.2%Yield3.0%

$36.6MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HEAL, DIVE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

HEAL0.50%$50

DIVE0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HEAL, DIVE, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

DIVE1.27%$127

HEAL0.23%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DIVE$127 − $65 = $62

HEAL$24 − $50 = −$27

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HEAL, DIVE, SCHD

Today

7.9%most shared, DIVE and SCHD

HEALDIVESCHD

HEAL—4.9%0.0%

DIVE4.9%—7.9%

SCHD0.0%7.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

DIVEWorst drop−11.5%12.8% vol

HEALWorst drop−27.2%23.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDDIVE

+31.4%Year to date+11.2%

3.0%Yield1.3%

+37.0%Past year+17.4%

0.06%Fee0.65%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026