Compare · 2 funds side by side · dividends reinvested

NBDS and SCHD

NBDSNeuberger Berman×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

NBDS and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.0

Neuberger Berman Disrupters ETFUnsorted0.65%0.39%−1.7%−6.1%+18.5%[…]−21.4%30.0%$169M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: NBDS 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Neuberger Berman Disrupters ETF · $169M[…]

NBDS

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

NBDSMeasureSCHD

−1.7%Year to dateJan 1 → Nov 5+32.3%

−6.1%1 yearTotal return+38.7%

+18.5%3 years · per year$10,000 became $16,651 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

0.39%Trailing 12-mo yield$39 · $298 a year on $10k2.98%

−21.4%Worst dropSmaller is better−6.9%

30.0%VolatilityLower is calmer11.7%

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

0–7SCHD wins

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

More Ways to See the Pairs

NBDS vs SCHD: Top 5 Holdings

Today

NBDS

27.7%in top 5

SCHD

in top 521.7%

NBDSStockSCHD

7.2%NVDAnot top 5

6.0%GKOSnot top 5

5.4%AMDnot top 5

not top 5TXN4.7%

4.6%PTGXnot top 5

4.5%SNOWnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

NBDS vs SCHD Returns, Every Period

Neuberger BermanNBDS

−6.1%

past year

SCHDSchwab

+38.7%

past year

NBDSSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: NBDS vs SCHD

YTD

Neuberger BermanNBDS

−1.7%

SCHDSchwab

+32.3%

−1.7%Year to date+32.3%

−21.4%Worst drop · 1Y−6.9%

30.0%Volatility · 1Y11.7%

0.4%Yield3.0%

$169MAssets$120B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NBDS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

NBDS0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: NBDS, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

NBDS0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

NBDS$39 − $65 = −$26

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: NBDS, SCHD

Today

0.0%most shared, NBDS and SCHD

NBDSSCHD

NBDS—0.0%

SCHD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

NBDSWorst drop−21.4%30.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDNBDS

+32.3%Year to date−1.7%

3.0%Yield0.4%

+38.7%Past year−6.1%

0.06%Fee0.65%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026