Compare · 3 funds side by side · dividends reinvested

HTEC, SCHD and DGRO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,091DGRO · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

HTEC, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.6

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.6%+21.4%+20.7%+11.3%−6.5%10.3%$45.9B1.9

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.79%+24.8%+31.2%+23.6%−1.5%−16.3%23.4%$111M2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: HTEC 2019 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ROBO Global Healthcare Technology and Innovation ETF · $111M$9,268

HTEC

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

HTEC

More Ways to See the Pairs

HTEC vs SCHD: Top 5 Holdings

Today

HTEC

11.8%in top 5

SCHD

in top 521.7%

HTECStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: HTEC, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

HTEC0.80%$80

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: HTEC, SCHD, DGRO

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SCHD

+24.8%Year to dateJan 1 → Nov 12+34.2%

+31.2%1 yearTotal return+36.8%

+23.6%3 years · per year$10,000 became $18,890 · $17,257+19.9%

−1.5%5 years · per year$10,000 became $9,268 · $16,429+10.4%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

0.79%Trailing 12-mo yield$79 · $293 a year on $10k2.93%

−16.3%Worst dropSmaller is better−6.9%

23.4%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.5%GRALnot top 5

2.4%MRNAnot top 5

2.3%ISRGnot top 5

2.3%AXGNnot top 5

2.3%CDNAnot top 5

Held in common2.9%

End-of-day Nov 12, 2026 · share of each fund

HTEC vs SCHD Returns, Every Period

5Y

ROBO GlobalHTEC

−1.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

HTECSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Income: HTEC vs SCHD

YTD

ROBO GlobalHTEC

+24.8%

SCHDSchwab

+34.2%

+24.8%Year to date+34.2%

−16.3%Worst drop · 1Y−6.9%

23.4%Volatility · 1Y11.7%

0.8%Yield2.9%

$111MAssets$123B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

DGRO1.82%$182

HTEC0.79%$79

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

DGRO$182 − $8 = $174

HTEC$79 − $80 = −$1

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: HTEC, SCHD, DGRO

Today

21.1%most shared, SCHD and DGRO

HTECSCHDDGRO

HTEC—2.9%2.0%

SCHD2.9%—21.1%

DGRO2.0%21.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.7% vol

HTECWorst drop−16.3%23.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDHTEC

+34.2%Year to date+24.8%

2.9%Yield0.8%

+36.8%Past year+31.2%

0.06%Fee0.80%

4–0SCHD wins

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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HTEC, SCHD and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three