Compare · 2 funds side by side · dividends reinvested

OUNZ and SCHD

OUNZVanEck×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,527OUNZ · best of the two

02 / 04

OUNZ 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

VanEck Merk Gold ETFCommodities · Gold0.25%0.00%−5.9%+1.1%+26.4%+17.4%−28.1%28.8%$2.7B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: OUNZ 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Merk Gold ETF · $2.7B$22,527

OUNZ

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested

OUNZMeasureSCHD

−5.9%Year to dateJan 1 → Nov 6+32.3%

+1.1%1 yearTotal return+38.7%

+26.4%3 years · per year$10,000 became $20,212 · $17,414+20.3%

+17.4%5 years · per year$10,000 became $22,328 · $16,375+10.4%

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

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

−28.1%Worst dropSmaller is better−6.9%

28.8%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OUNZ vs SCHD: Top 5 Holdings

Today

OUNZ

[…]in top 5

SCHD

in top 521.7%

OUNZStockSCHD

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 6, 2026 · share of each fund

OUNZ vs SCHD Returns, Every Period

VanEckOUNZ

+17.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

OUNZSCHDFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Commodities vs Income: OUNZ vs SCHD

YTD

VanEckOUNZ

−5.9%

SCHDSchwab

+32.3%

−5.9%Year to date+32.3%

−28.1%Worst drop · 1Y−6.9%

28.8%Volatility · 1Y11.7%

0.0%Yield3.0%

$2.7BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OUNZ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

OUNZ0.25%$25

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: OUNZ, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

OUNZ0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

OUNZ$0 − $25 = −$25

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: OUNZ, SCHD

Today

[…]holdings […]

OUNZSCHD

OUNZ—[…]

SCHD[…]—

End-of-day Nov 6, 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

OUNZWorst drop−28.1%28.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDOUNZ

+32.3%Year to date−5.9%

3.0%Yield0.0%

+38.7%Past year+1.1%

0.06%Fee0.25%

4–0SCHD wins

End-of-day Nov 6, 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 6, 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 6, 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 6, 2026