Compare · 2 funds side by side · dividends reinvested

OEFA and SCHD

OEFAALPS×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

OEFA and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.0

ALPS O'Shares International Developed Quality Dividend ETFIncome · Dividend stocks0.48%1.60%+8.6%+9.6%+16.9%+7.6%−13.5%16.5%$35M2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: OEFA 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ALPS O'Shares International Developed Quality Dividend ETF · $35M$14,431

OEFA

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

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

OEFAMeasureSCHD

+8.6%Year to dateJan 1 → Nov 3+32.8%

+9.6%1 yearTotal return+37.6%

+16.9%3 years · per year$10,000 became $15,987 · $17,784+21.2%

+7.6%5 years · per year$10,000 became $14,431 · $16,352+10.3%

0.48%Expense ratio$48 · $6 a year on $10k · lower is better0.06%

1.60%Trailing 12-mo yield$160 · $297 a year on $10k2.97%

−13.5%Worst dropSmaller is better−6.9%

16.5%VolatilityLower is calmer11.4%

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

0–8SCHD wins

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

More Ways to See the Pairs

OEFA vs SCHD: Top 5 Holdings

Today

OEFA

16.7%in top 5

SCHD

in top 521.4%

OEFAStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

4.0%ASML.ASnot top 5

3.3%NOVN.SWnot top 5

3.3%AZN.Lnot top 5

3.1%SAP.DEnot top 5

3.0%ROP.SWnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

OEFA vs SCHD Returns, Every Period

ALPSOEFA

+7.6%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

OEFASCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

OEFA vs SCHD

YTD

ALPSOEFA

+8.6%

SCHDSchwab

+32.8%

+8.6%Year to date+32.8%

−13.5%Worst drop · 1Y−6.9%

16.5%Volatility · 1Y11.4%

1.6%Yield3.0%

$34.9MAssets$121B

4–0SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OEFA, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

OEFA0.48%$48

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: OEFA, SCHD

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

OEFA1.60%$160

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

OEFA$160 − $48 = $112

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: OEFA, SCHD

Today

0.0%most shared, OEFA and SCHD

OEFASCHD

OEFA—0.0%

SCHD0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% vol

OEFAWorst drop−13.5%16.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDOEFA

+32.8%Year to date+8.6%

3.0%Yield1.6%

+37.6%Past year+9.6%

0.06%Fee0.48%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026