Compare · 2 funds side by side · dividends reinvested

LBO and SCHD

LBOWHITEWOLF×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

LBO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.1

WHITEWOLF Publicly Listed Private Equity ETFUnsorted6.53%6.03%−6.1%−1.4%[…][…]−25.1%23.9%$7M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: LBO 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

WHITEWOLF Publicly Listed Private Equity ETF · $7M[…]

LBO

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

LBOMeasureSCHD

−6.1%Year to dateJan 1 → Nov 4+35.3%

−1.4%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

6.53%Expense ratio$653 · $6 a year on $10k · lower is better0.06%

6.03%Trailing 12-mo yield$603 · $291 a year on $10k2.91%

−25.1%Worst dropSmaller is better−6.9%

23.9%VolatilityLower is calmer11.5%

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

1–5SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LBO vs SCHD: Top 5 Holdings

Today

LBO

42.8%in top 5

SCHD

in top 521.6%

LBOStockSCHD

10.3%ARCCnot top 5

9.9%APOnot top 5

8.0%ARESnot top 5

7.4%KKRnot top 5

7.2%BXSLnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common2.8%

End-of-day Nov 4, 2026 · share of each fund

LBO vs SCHD Returns, Every Period

WHITEWOLFLBO

−1.4%

past year

SCHDSchwab

+41.6%

past year

LBOSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: LBO vs SCHD

YTD

WHITEWOLFLBO

−6.1%

SCHDSchwab

+35.3%

−6.1%Year to date+35.3%

−25.1%Worst drop · 1Y−6.9%

23.9%Volatility · 1Y11.5%

6.0%Yield2.9%

$6.8MAssets$123B

3–1SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LBO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

LBO6.53%$653

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LBO, SCHD

6.03%highest, LBO

FundTrailing yieldYield$10k

LBO6.03%$603

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

LBO$603 − $653 = −$50

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LBO, SCHD

Today

2.8%most shared, LBO and SCHD

LBOSCHD

LBO—2.8%

SCHD2.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

LBOWorst drop−25.1%23.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

LBOSCHD

−6.1%Year to date+35.3%

6.0%Yield2.9%

−1.4%Past year+41.6%

6.53%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026