Compare · 2 funds side by side · dividends reinvested

MART and SCHD

MARTAllianzIM×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 04

MART and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.3

AllianzIM U.S. Equity Buffer10 Mar ETFDefined Outcome · Buffer0.74%0.00%+10.8%+13.4%+16.7%[…]−5.3%7.9%$29M1.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: MART 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$16,459

SCHD

MART

AllianzIM U.S. Equity Buffer10 Mar ETF · $29M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureMART

+33.2%Year to dateJan 1 → Nov 9+10.8%

+39.1%1 yearTotal return+13.4%

+19.6%3 years · per year$10,000 became $17,123 · $15,889+16.7%

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $74 a year on $10k · lower is better0.74%

2.96%Trailing 12-mo yield$296 · $0 a year on $10k0.00%

−6.9%Worst dropSmaller is better−5.3%

11.8%VolatilityLower is calmer7.9%

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

5–2SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs MART: Top 5 Holdings

Today

SCHD

21.4%in top 5

MART

in top 5[…]

SCHDStockMART

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

SCHD vs MART Returns, Every Period

SchwabSCHD

+39.1%

past year

MARTAllianzIM

+13.4%

past year

SCHDMARTFaded: behind in that period

3–0SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Defined Outcome: SCHD vs MART

YTD

SchwabSCHD

+33.2%

MARTAllianzIM

+10.8%

+33.2%Year to date+10.8%

−6.9%Worst drop · 1Y−5.3%

11.8%Volatility · 1Y7.9%

3.0%Yield0.0%

$122BAssets$28.9M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MART, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MART0.74%$74

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MART, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

MART0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

MART$0 − $74 = −$74

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MART, SCHD

Today

[…]holdings […]

MARTSCHD

MART—[…]

SCHD[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

MARTWorst drop−5.3%7.9% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDMART

+33.2%Year to date+10.8%

3.0%Yield0.0%

+39.1%Past year+13.4%

0.06%Fee0.74%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026