Compare · 2 funds side by side · dividends reinvested

KONG and SCHD

KONGFormidable×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

KONG 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%$120B1.0

Formidable Fortress ETFUnsorted0.89%0.36%+2.8%+5.7%+9.1%+5.0%−8.5%12.3%$22M2.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

Formidable Fortress ETF · $22M$12,790

KONG

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

KONGMeasureSCHD

+2.8%Year to dateJan 1 → Nov 5+32.3%

+5.7%1 yearTotal return+38.7%

+9.1%3 years · per year$10,000 became $12,975 · $17,414+20.3%

+5.0%5 years · per year$10,000 became $12,790 · $16,375+10.4%

0.89%Expense ratio$89 · $6 a year on $10k · lower is better0.06%

0.36%Trailing 12-mo yield$36 · $298 a year on $10k2.98%

−8.5%Worst dropSmaller is better−6.9%

12.3%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

KONG vs SCHD: Top 5 Holdings

Today

KONG

23.6%in top 5

SCHD

in top 521.7%

KONGStockSCHD

6.8%MSFTnot top 5

5.3%NOWnot top 5

not top 5TXN4.7%

4.4%FASTnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.6%SNPSnot top 5

3.4%CBOEnot top 5

Held in common1.9%

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

KONG vs SCHD Returns, Every Period

FormidableKONG

+5.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

KONGSCHDFaded: behind in that period

0–4SCHD wins

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

Unsorted vs Income: KONG vs SCHD

YTD

FormidableKONG

+2.8%

SCHDSchwab

+32.3%

+2.8%Year to date+32.3%

−8.5%Worst drop · 1Y−6.9%

12.3%Volatility · 1Y11.7%

0.4%Yield3.0%

$21.8MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: KONG, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

KONG0.89%$89

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

Yields: KONG, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

KONG0.36%$36

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

KONG$36 − $89 = −$53

KeptFee

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

Overlap: KONG, SCHD

Today

1.9%most shared, KONG and SCHD

KONGSCHD

KONG—1.9%

SCHD1.9%—

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

KONGWorst drop−8.5%12.3% vol

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

Paid More vs Made More

YTD

SCHDKONG

+32.3%Year to date+2.8%

3.0%Yield0.4%

+38.7%Past year+5.7%

0.06%Fee0.89%

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