Compare · 2 funds side by side · dividends reinvested

INFL and SCHD

INFLHorizon Kinetics×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,791INFL · best of the two

02 / 04

INFL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.1

Horizon Kinetics Inflation Beneficiaries ETFUnsorted0.85%0.82%+11.2%+15.2%+19.9%+10.9%−12.2%16.9%$1.5B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: INFL 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Kinetics Inflation Beneficiaries ETF · $1.5B$16,791

INFL

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

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

INFLMeasureSCHD

+11.2%Year to dateJan 1 → Nov 5+32.3%

+15.2%1 yearTotal return+38.7%

+19.9%3 years · per year$10,000 became $17,226 · $17,414+20.3%

+10.9%5 years · per year$10,000 became $16,791 · $16,375+10.4%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

0.82%Trailing 12-mo yield$82 · $298 a year on $10k2.98%

−12.2%Worst dropSmaller is better−6.9%

16.9%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

INFL vs SCHD: Top 5 Holdings

Today

INFL

28.3%in top 5

SCHD

in top 521.7%

INFLStockSCHD

6.3%WPMnot top 5

6.0%LBnot top 5

5.5%FNVnot top 5

5.3%PSK.TOnot top 5

5.3%ICEnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

INFL vs SCHD Returns, Every Period

Horizon KineticsINFL

+10.9%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

INFLSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: INFL vs SCHD

YTD

Horizon KineticsINFL

+11.2%

SCHDSchwab

+32.3%

+11.2%Year to date+32.3%

−12.2%Worst drop · 1Y−6.9%

16.9%Volatility · 1Y11.7%

0.8%Yield3.0%

$1.5BAssets$120B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INFL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

INFL0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: INFL, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

INFL0.82%$82

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

INFL$82 − $85 = −$3

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: INFL, SCHD

Today

0.0%most shared, INFL and SCHD

INFLSCHD

INFL—0.0%

SCHD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

INFLWorst drop−12.2%16.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDINFL

+32.3%Year to date+11.2%

3.0%Yield0.8%

+38.7%Past year+15.2%

0.06%Fee0.85%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026