Compare · 2 funds side by side · dividends reinvested

OCTU and SCHD

OCTUAllianzIM×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

OCTU 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%$120B1.3

AllianzIM U.S. Equity Buffer15 Uncapped Oct ETFDefined Outcome · Buffer0.74%0.00%+5.4%+6.0%[…][…]−5.9%10.5%$58M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: OCTU 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF · $58M[…]

OCTU

SCHD

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

$10,000 five years ago, dividends reinvested

OCTUMeasureSCHD

+5.4%Year to dateJan 1 → Nov 5+32.3%

+6.0%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

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

0.74%Expense ratio$74 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $298 a year on $10k2.98%

−5.9%Worst dropSmaller is better−6.9%

10.5%VolatilityLower is calmer11.7%

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

2–4SCHD wins

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

More Ways to See the Pairs

OCTU vs SCHD: Top 5 Holdings

Today

OCTU

[…]in top 5

SCHD

in top 521.7%

OCTUStockSCHD

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

OCTU vs SCHD Returns, Every Period

AllianzIMOCTU

+6.0%

past year

SCHDSchwab

+38.7%

past year

OCTUSCHDFaded: behind in that period

0–2SCHD wins

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

Defined Outcome vs Income: OCTU vs SCHD

YTD

AllianzIMOCTU

+5.4%

SCHDSchwab

+32.3%

+5.4%Year to date+32.3%

−5.9%Worst drop · 1Y−6.9%

10.5%Volatility · 1Y11.7%

0.0%Yield3.0%

$58.4MAssets$120B

2–2level

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

Cost, Income and Risk

Fees: OCTU, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

OCTU0.74%$74

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

Yields: OCTU, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

OCTU0.00%$0

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

OCTU$0 − $74 = −$74

KeptFee

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

Overlap: OCTU, SCHD

Today

[…]holdings […]

OCTUSCHD

OCTU—[…]

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

OCTUWorst drop−5.9%10.5% 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

SCHDOCTU

+32.3%Year to date+5.4%

3.0%Yield0.0%

+38.7%Past year+6.0%

0.06%Fee0.74%

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