Compare · 2 funds side by side · dividends reinvested

NEAR and SCHD

NEARiShares×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

NEAR 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%$123B1.4

iShares Short Duration Bond Active ETFBonds & Cash · Short-term0.25%4.51%+1.5%+2.4%+5.1%+4.0%−1.1%1.4%$5.2B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: NEAR 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares Short Duration Bond Active ETF · $5.2B$12,167

NEAR

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested

NEARMeasureSCHD

+1.5%Year to dateJan 1 → Nov 5+32.3%

+2.4%1 yearTotal return+38.7%

+5.1%3 years · per year$10,000 became $11,605 · $17,414+20.3%

+4.0%5 years · per year$10,000 became $12,167 · $16,375+10.4%

0.25%Expense ratio$25 · $6 a year on $10k · lower is better0.06%

4.51%Trailing 12-mo yield$451 · $298 a year on $10k2.98%

−1.1%Worst dropSmaller is better−6.9%

1.4%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

NEAR vs SCHD: Top 5 Holdings

Today

NEAR

[…]in top 5

SCHD

in top 521.7%

NEARStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

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

NEAR vs SCHD Returns, Every Period

iSharesNEAR

+4.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

NEARSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: NEAR vs SCHD

YTD

iSharesNEAR

+1.5%

SCHDSchwab

+32.3%

+1.5%Year to date+32.3%

−1.1%Worst drop · 1Y−6.9%

1.4%Volatility · 1Y11.7%

4.5%Yield3.0%

$5.2BAssets$123B

3–1NEAR wins

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

Cost, Income and Risk

Fees: NEAR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

NEAR0.25%$25

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

Yields: NEAR, SCHD

4.51%highest, NEAR

FundTrailing yieldYield$10k

NEAR4.51%$451

SCHD2.98%$298

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

Income After Fees on $10,000

$426most kept, NEAR

NEAR$451 − $25 = $426

SCHD$298 − $6 = $292

KeptFee

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

Overlap: NEAR, SCHD

Today

[…]holdings […]

NEARSCHD

NEAR—[…]

SCHD[…]—

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

NEARWorst drop−1.1%1.4% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

NEARSCHD

+1.5%Year to date+32.3%

4.5%Yield3.0%

+2.4%Past year+38.7%

0.25%Fee0.06%

3–1SCHD 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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026