Compare · 3 funds side by side · dividends reinvested

LSAT, DGRO and SCHD

LSATLeader Shares×DGROiShares×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

LSAT, DGRO 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%$120B1.5

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.8

LeaderShares AlphaFactor Tactical Focused ETFUnsorted0.99%1.53%+24.0%+22.4%+16.0%+8.4%−7.5%13.8%$74M2.8

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: LSAT 2020 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

LeaderShares AlphaFactor Tactical Focused ETF · $74M$14,986

LSAT

DGRO

iShares Core Dividend Growth ETF · $44.9B$16,835

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

LSATMeasureDGRO

+24.0%Year to dateJan 1 → Nov 6+16.6%

+22.4%1 yearTotal return+20.3%

+16.0%3 years · per year$10,000 became $15,618 · $17,593+20.7%

+8.4%5 years · per year$10,000 became $14,986 · $16,835+11.0%

0.99%Expense ratio$99 · $8 a year on $10k · lower is better0.08%

1.53%Trailing 12-mo yield$153 · $187 a year on $10k1.87%

−7.5%Worst dropSmaller is better−6.5%

13.8%VolatilityLower is calmer10.2%

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

2–6DGRO wins

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

More Ways to See the Pairs

LSAT vs DGRO: Top 5 Holdings

Today

LSAT

19.6%in top 5

DGRO

in top 515.0%

LSATStockDGRO

4.2%KMPRnot top 5

3.9%HOGnot top 5

3.9%MORNnot top 5

3.9%CHDNnot top 5

3.8%GDDYnot top 5

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

Held in common0.5%

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

LSAT vs DGRO Returns, Every Period

Leader SharesLSAT

+8.4%

5 years, per year

DGROiShares

+11.0%

5 years, per year

LSATDGROFaded: behind in that period

2–2Level

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

Unsorted vs Income: LSAT vs SCHD

YTD

Leader SharesLSAT

+24.0%

SCHDSchwab

+31.4%

+24.0%Year to date+31.4%

−7.5%Worst drop · 1Y−6.9%

13.8%Volatility · 1Y11.7%

1.5%Yield3.0%

$73.7MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: LSAT, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

LSAT0.99%$99

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

Yields: LSAT, DGRO, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

DGRO1.87%$187

LSAT1.53%$153

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

LSAT$153 − $99 = $54

KeptFee

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

Overlap: LSAT, DGRO, SCHD

Today

21.3%most shared, DGRO and SCHD

LSATDGROSCHD

LSAT—0.5%0.1%

DGRO0.5%—21.3%

SCHD0.1%21.3%—

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

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

LSATWorst drop−7.5%13.8% vol

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

Paid More vs Made More

YTD

SCHDLSAT

+31.4%Year to date+24.0%

3.0%Yield1.5%

+37.0%Past year+22.4%

0.06%Fee0.99%

4–0SCHD 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026