Compare · 2 funds side by side · dividends reinvested

LSAF and SCHD

LSAFLeader Shares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,041LSAF · best of the two

02 / 04

LSAF 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%$121B1.4

LeaderSharesTM AlphaFactor US Core Equity ETFUS Stock Styles · Large cap0.75%0.53%+29.9%+33.9%+25.3%+12.5%−6.6%14.3%$133M1.6

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: LSAF 2018 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

LeaderSharesTM AlphaFactor US Core Equity ETF · $133M$18,041

LSAF

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

LSAFMeasureSCHD

+29.9%Year to dateJan 1 → Nov 4+35.3%

+33.9%1 yearTotal return+41.6%

+25.3%3 years · per year$10,000 became $19,671 · $17,908+21.4%

+12.5%5 years · per year$10,000 became $18,041 · $16,881+11.0%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

0.53%Trailing 12-mo yield$53 · $291 a year on $10k2.91%

−6.6%Worst dropSmaller is better−6.9%

14.3%VolatilityLower is calmer11.5%

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

3–5SCHD wins

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

More Ways to See the Pairs

LSAF vs SCHD: Top 5 Holdings

Today

LSAF

5.9%in top 5

SCHD

in top 521.6%

LSAFStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

1.2%CARTnot top 5

1.2%REGNnot top 5

1.2%CROXnot top 5

1.1%ETSYnot top 5

1.1%Rnot top 5

Held in common2.5%

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

LSAF vs SCHD Returns, Every Period

Leader SharesLSAF

+12.5%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

LSAFSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: LSAF vs SCHD

YTD

Leader SharesLSAF

+29.9%

SCHDSchwab

+35.3%

+29.9%Year to date+35.3%

−6.6%Worst drop · 1Y−6.9%

14.3%Volatility · 1Y11.5%

0.5%Yield2.9%

$133MAssets$121B

3–1SCHD wins

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

Cost, Income and Risk

Fees: LSAF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

LSAF0.75%$75

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

Yields: LSAF, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

LSAF0.53%$53

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

LSAF$53 − $75 = −$22

KeptFee

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

Overlap: LSAF, SCHD

Today

2.5%most shared, LSAF and SCHD

LSAFSCHD

LSAF—2.5%

SCHD2.5%—

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

LSAFWorst drop−6.6%14.3% vol

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

Paid More vs Made More

YTD

SCHDLSAF

+35.3%Year to date+29.9%

2.9%Yield0.5%

+41.6%Past year+33.9%

0.06%Fee0.75%

4–0SCHD 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026