Compare · 3 funds side by side · dividends reinvested

KNGZ, SCHD and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

KNGZ, SCHD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.0

First Trust S&P 500 Diversified Dividend Aristocrats ETFIncome · Dividend stocks0.50%2.45%+23.5%+26.1%+22.3%+10.7%−9.4%13.7%$70M2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: KNGZ 2017 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S&P 500 Diversified Dividend Aristocrats ETF · $70M$16,637

KNGZ

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 33.1% in common

KNGZMeasureSCHD

+23.5%Year to dateJan 1 → Nov 3+32.8%

+26.1%1 yearTotal return+37.6%

+22.3%3 years · per year$10,000 became $18,314 · $17,784+21.2%

+10.7%5 years · per year$10,000 became $16,637 · $16,352+10.3%

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

2.45%Trailing 12-mo yield$245 · $297 a year on $10k2.97%

−9.4%Worst dropSmaller is better−6.9%

13.7%VolatilityLower is calmer11.4%

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

2–6SCHD wins

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

More Ways to See the Pairs

KNGZ vs SCHD: Top 5 Holdings

Today

KNGZ

19.9%in top 5

SCHD

in top 521.4%

KNGZStockSCHD

4.1%TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

4.2%ACNnot top 5

not top 5CVX4.2%

not top 5HD4.2%

4.0%IBMnot top 5

3.9%MCHPnot top 5

3.6%QCOMnot top 5

Held in common33.1%

End-of-day Nov 3, 2026 · share of each fund

KNGZ vs SCHD Returns, Every Period

First TrustKNGZ

+10.7%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

KNGZSCHDFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

KNGZ vs SCHD

YTD

First TrustKNGZ

+23.5%

SCHDSchwab

+32.8%

+23.5%Year to date+32.8%

−9.4%Worst drop · 1Y−6.9%

13.7%Volatility · 1Y11.4%

2.4%Yield3.0%

$69.6MAssets$121B

4–0SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KNGZ, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

KNGZ0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: KNGZ, SCHD, VOO

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

KNGZ2.45%$245

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

KNGZ$245 − $50 = $195

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: KNGZ, SCHD, VOO

Today

33.1%most shared, KNGZ and SCHD

KNGZSCHDVOO

KNGZ—33.1%15.0%

SCHD33.1%—7.6%

VOO15.0%7.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% vol

VOOWorst drop−8.9%12.7% vol

KNGZWorst drop−9.4%13.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDKNGZ

+32.8%Year to date+23.5%

3.0%Yield2.4%

+37.6%Past year+26.1%

0.06%Fee0.50%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026