Compare · 2 funds side by side · dividends reinvested

OWNS and SCHD

OWNSImpact Shares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

OWNS and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

CCM Affordable Housing MBS ETFBonds & Cash · Mortgage0.68%4.24%−0.1%+1.0%+5.6%+0.2%−5.8%4.6%$107M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: OWNS 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

CCM Affordable Housing MBS ETF · $107M$10,120

OWNS

SCHD

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

$10,000 five years ago, dividends reinvested

OWNSMeasureSCHD

−0.1%Year to dateJan 1 → Nov 6+31.4%

+1.0%1 yearTotal return+37.0%

+5.6%3 years · per year$10,000 became $11,791 · $17,266+20.0%

+0.2%5 years · per year$10,000 became $10,120 · $16,267+10.2%

0.68%Expense ratio$68 · $6 a year on $10k · lower is better0.06%

4.24%Trailing 12-mo yield$424 · $300 a year on $10k3.00%

−5.8%Worst dropSmaller is better−6.9%

4.6%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

OWNS vs SCHD: Top 5 Holdings

Today

OWNS

[…]in top 5

SCHD

in top 521.4%

OWNSStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

OWNS vs SCHD Returns, Every Period

Impact SharesOWNS

+0.2%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

OWNSSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: OWNS vs SCHD

YTD

Impact SharesOWNS

−0.1%

SCHDSchwab

+31.4%

−0.1%Year to date+31.4%

−5.8%Worst drop · 1Y−6.9%

4.6%Volatility · 1Y11.7%

4.2%Yield3.0%

$107MAssets$120B

3–1OWNS wins

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

Cost, Income and Risk

Fees: OWNS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

OWNS0.68%$68

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

Yields: OWNS, SCHD

4.24%highest, OWNS

FundTrailing yieldYield$10k

OWNS4.24%$424

SCHD3.00%$300

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

Income After Fees on $10,000

$356most kept, OWNS

OWNS$424 − $68 = $356

SCHD$300 − $6 = $294

KeptFee

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

Overlap: OWNS, SCHD

Today

[…]holdings […]

OWNSSCHD

OWNS—[…]

SCHD[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

OWNSWorst drop−5.8%4.6% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

OWNSSCHD

−0.1%Year to date+31.4%

4.2%Yield3.0%

+1.0%Past year+37.0%

0.68%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026