Compare · 2 funds side by side · dividends reinvested

JANZ and SCHD

JANZTrueShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 04

JANZ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.3

TrueShares Structured Outcome (January) ETFDefined Outcome · Hedged equity0.80%1.32%+7.7%+9.2%+15.8%+9.1%−6.8%11.3%$40M1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: JANZ 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

TrueShares Structured Outcome (January) ETF · $40M$15,481

JANZ

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested

JANZMeasureSCHD

+7.7%Year to dateJan 1 → Nov 9+33.2%

+9.2%1 yearTotal return+39.1%

+15.8%3 years · per year$10,000 became $15,516 · $17,123+19.6%

+9.1%5 years · per year$10,000 became $15,481 · $16,459+10.5%

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

1.32%Trailing 12-mo yield$132 · $296 a year on $10k2.96%

−6.8%Worst dropSmaller is better−6.9%

11.3%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JANZ vs SCHD: Top 5 Holdings

Today

JANZ

[…]in top 5

SCHD

in top 521.4%

JANZStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

JANZ vs SCHD Returns, Every Period

TrueSharesJANZ

+9.1%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

JANZSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: JANZ vs SCHD

YTD

TrueSharesJANZ

+7.7%

SCHDSchwab

+33.2%

+7.7%Year to date+33.2%

−6.8%Worst drop · 1Y−6.9%

11.3%Volatility · 1Y11.8%

1.3%Yield3.0%

$39.8MAssets$120B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JANZ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JANZ0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JANZ, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

JANZ1.32%$132

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

JANZ$132 − $80 = $52

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JANZ, SCHD

Today

[…]holdings […]

JANZSCHD

JANZ—[…]

SCHD[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

JANZWorst drop−6.8%11.3% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDJANZ

+33.2%Year to date+7.7%

3.0%Yield1.3%

+39.1%Past year+9.2%

0.06%Fee0.80%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026