Compare · 2 funds side by side · dividends reinvested

OEI and SCHD

OEICore Alternative×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

OEI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.4

Optimized Equity Income ETFIncome · Dividend stocks1.02%8.96%+10.4%+12.0%[…][…]−6.5%9.6%$52M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: OEI 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Optimized Equity Income ETF · $52M[…]

OEI

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 11.9% in common

OEIMeasureSCHD

+10.4%Year to dateJan 1 → Nov 4+35.3%

+12.0%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

1.02%Expense ratio$102 · $6 a year on $10k · lower is better0.06%

8.96%Trailing 12-mo yield$896 · $291 a year on $10k2.91%

−6.5%Worst dropSmaller is better−6.9%

9.6%VolatilityLower is calmer11.5%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OEI vs SCHD: Top 5 Holdings

Today

OEI

24.2%in top 5

SCHD

in top 521.6%

OEIStockSCHD

8.3%NVDAnot top 5

not top 5TXN4.8%

4.6%AAPLnot top 5

4.5%MSFTnot top 5

not top 5PG4.3%

not top 5KO4.2%

4.2%AMZNnot top 5

not top 5CVX4.2%

not top 5COP4.1%

2.7%GOOGLnot top 5

Held in common11.9%

End-of-day Nov 4, 2026 · share of each fund

OEI vs SCHD Returns, Every Period

Core AlternativeOEI

+12.0%

past year

SCHDSchwab

+41.6%

past year

OEISCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

OEI vs SCHD

YTD

Core AlternativeOEI

+10.4%

SCHDSchwab

+35.3%

+10.4%Year to date+35.3%

−6.5%Worst drop · 1Y−6.9%

9.6%Volatility · 1Y11.5%

9.0%Yield2.9%

$52.1MAssets$121B

3–1OEI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OEI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

OEI1.02%$102

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: OEI, SCHD

8.96%highest, OEI

FundTrailing yieldYield$10k

OEI8.96%$896

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$794most kept, OEI

OEI$896 − $102 = $794

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: OEI, SCHD

Today

11.9%most shared, OEI and SCHD

OEISCHD

OEI—11.9%

SCHD11.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

OEIWorst drop−6.5%9.6% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

OEISCHD

+10.4%Year to date+35.3%

9.0%Yield2.9%

+12.0%Past year+41.6%

1.02%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026