Compare · 3 funds side by side · dividends reinvested

KYLD, SGRT and SCHD

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

02 / 04

KYLD, SGRT 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%$120B1.1

Kurv ETF Trust - Kurv High Income ETFIncome · Premium income1.24%36.26%−2.6%−9.7%[…][…]−21.1%30.3%$44M2.3

SMART Earnings Growth 30 ETFUS Stock Styles · Growth0.59%0.15%+10.2%+7.3%[…][…]−29.0%40.1%$53M2.5

Rank among the three1st → 3rdFee, 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: KYLD 2025 · SGRT 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Kurv ETF Trust - Kurv High Income ETF · $44M[…]

KYLD

SGRT

SMART Earnings Growth 30 ETF · $53M[…]

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

KYLDMeasureSGRT

−2.6%Year to dateJan 1 → Nov 6+10.2%

−9.7%1 yearTotal return+7.3%

[…]3 years · per year[…]

[…]5 years · per year[…]

1.24%Expense ratio$124 · $59 a year on $10k · lower is better0.59%

36.26%Trailing 12-mo yield$3,626 · $15 a year on $10k0.15%

−21.1%Worst dropSmaller is better−29.0%

30.3%VolatilityLower is calmer40.1%

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

3–3Level

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

More Ways to See the Pairs

KYLD vs SGRT: Top 5 Holdings

Today

KYLD

45.4%in top 5

SGRT

in top 537.8%

KYLDStockSGRT

12.0%912797VFnot top 5

11.0%912797UDnot top 5

not top 5ADI10.2%

not top 5PLTR9.4%

7.8%GDXnot top 5

7.5%SILnot top 5

7.2%912797TCnot top 5

not top 5REGN6.7%

not top 5MA6.0%

not top 5CVX5.5%

Held in common2.9%

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

KYLD vs SGRT Returns, Every Period

KurvKYLD

−9.7%

past year

SGRTSmart

+7.3%

past year

KYLDSGRTFaded: behind in that period

0–2SGRT wins

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

KYLD vs SCHD

YTD

KurvKYLD

−2.6%

SCHDSchwab

+31.4%

−2.6%Year to date+31.4%

−21.1%Worst drop · 1Y−6.9%

30.3%Volatility · 1Y11.7%

36.3%Yield3.0%

$44.1MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: KYLD, SGRT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGRT0.59%$59

KYLD1.24%$124

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

Yields: KYLD, SGRT, SCHD

36.26%highest, KYLD

FundTrailing yieldYield$10k

KYLD36.26%$3,626

SCHD3.00%$300

SGRT0.15%$15

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

Income After Fees on $10,000

$3,502most kept, KYLD

KYLD$3,626 − $124 = $3,502

SCHD$300 − $6 = $294

SGRT$15 − $59 = −$44

KeptFee

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

Overlap: KYLD, SGRT, SCHD

Today

9.7%most shared, SGRT and SCHD

KYLDSGRTSCHD

KYLD—2.9%0.0%

SGRT2.9%—9.7%

SCHD0.0%9.7%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

KYLDWorst drop−21.1%30.3% vol

SGRTWorst drop−29.0%40.1% vol

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

Paid More vs Made More

YTD

KYLDSCHD

−2.6%Year to date+31.4%

36.3%Yield3.0%

−9.7%Past year+37.0%

1.24%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026