Compare · 2 funds side by side · dividends reinvested

JOET and SCHD

JOETVirtus×SCHDSchwab×

Versus in desk

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

02 / 04

JOET 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

Virtus Terranova U.S. Quality Momentum ETFUS Stock Styles · Factor0.29%0.63%+3.1%+2.4%+18.2%+7.1%−10.4%14.6%$230M2.0

Rank among the two1st → 2ndFee, 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: JOET 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Terranova U.S. Quality Momentum ETF · $230M$14,095

JOET

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 11.6% in common

JOETMeasureSCHD

+3.1%Year to dateJan 1 → Nov 6+31.4%

+2.4%1 yearTotal return+37.0%

+18.2%3 years · per year$10,000 became $16,514 · $17,266+20.0%

+7.1%5 years · per year$10,000 became $14,095 · $16,267+10.2%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

0.63%Trailing 12-mo yield$63 · $300 a year on $10k3.00%

−10.4%Worst dropSmaller is better−6.9%

14.6%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

JOET vs SCHD: Top 5 Holdings

Today

JOET

4.7%in top 5

SCHD

in top 521.4%

JOETStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

0.9%ACNnot top 5

0.9%CPAYnot top 5

0.9%ICEnot top 5

0.9%EWnot top 5

0.9%REGNnot top 5

Held in common11.6%

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

JOET vs SCHD Returns, Every Period

VirtusJOET

+7.1%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

JOETSCHDFaded: behind in that period

0–4SCHD wins

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

Stocks vs Income: JOET vs SCHD

YTD

VirtusJOET

+3.1%

SCHDSchwab

+31.4%

+3.1%Year to date+31.4%

−10.4%Worst drop · 1Y−6.9%

14.6%Volatility · 1Y11.7%

0.6%Yield3.0%

$230MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: JOET, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JOET0.29%$29

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

Yields: JOET, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

JOET0.63%$63

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

JOET$63 − $29 = $34

KeptFee

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

Overlap: JOET, SCHD

Today

11.6%most shared, JOET and SCHD

JOETSCHD

JOET—11.6%

SCHD11.6%—

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

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JOETWorst drop−10.4%14.6% vol

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

Paid More vs Made More

YTD

SCHDJOET

+31.4%Year to date+3.1%

3.0%Yield0.6%

+37.0%Past year+2.4%

0.06%Fee0.29%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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