Compare · 2 funds side by side · dividends reinvested

IDUB and SCHD

IDUBAptus×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

IDUB 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%$123B1.1

Aptus International Enhanced Yield ETFInternational · Ex-US broad0.44%4.87%+14.9%+18.2%+19.8%+6.1%−11.5%16.8%$500M1.9

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: IDUB 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Aptus International Enhanced Yield ETF · $500M$13,426

IDUB

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IDUBMeasureSCHD

+14.9%Year to dateJan 1 → Nov 4+35.3%

+18.2%1 yearTotal return+41.6%

+19.8%3 years · per year$10,000 became $17,190 · $17,908+21.4%

+6.1%5 years · per year$10,000 became $13,426 · $16,881+11.0%

0.44%Expense ratio$44 · $6 a year on $10k · lower is better0.06%

4.87%Trailing 12-mo yield$487 · $291 a year on $10k2.91%

−11.5%Worst dropSmaller is better−6.9%

16.8%VolatilityLower is calmer11.5%

IDUBSCHD 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

IDUB vs SCHD: Top 5 Holdings

Today

IDUB

100.0%in top 5

SCHD

in top 521.6%

IDUBStockSCHD

102.1%VXUSnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

0.5%912797VQnot top 5

-2.6%CASH&OTHnot top 5

Held in common0.0%

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

IDUB vs SCHD Returns, Every Period

AptusIDUB

+6.1%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

IDUBSCHDFaded: behind in that period

0–4SCHD wins

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

International vs Income: IDUB vs SCHD

YTD

AptusIDUB

+14.9%

SCHDSchwab

+35.3%

+14.9%Year to date+35.3%

−11.5%Worst drop · 1Y−6.9%

16.8%Volatility · 1Y11.5%

4.9%Yield2.9%

$500MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: IDUB, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IDUB0.44%$44

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

Yields: IDUB, SCHD

4.87%highest, IDUB

FundTrailing yieldYield$10k

IDUB4.87%$487

SCHD2.91%$291

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

Income After Fees on $10,000

$443most kept, IDUB

IDUB$487 − $44 = $443

SCHD$291 − $6 = $285

KeptFee

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

Overlap: IDUB, SCHD

Today

0.0%most shared, IDUB and SCHD

IDUBSCHD

IDUB—0.0%

SCHD0.0%—

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

IDUBWorst drop−11.5%16.8% vol

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

Paid More vs Made More

YTD

IDUBSCHD

+14.9%Year to date+35.3%

4.9%Yield2.9%

+18.2%Past year+41.6%

0.44%Fee0.06%

3–1SCHD 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026