Compare · 2 funds side by side · dividends reinvested

PBE and SCHD

PBEInvesco×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

PBE 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%$123B1.3

Invesco Biotechnology & Genome ETFSectors · Technology0.59%1.27%+28.8%+42.4%+26.4%+7.6%−11.7%19.9%$442M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: PBE 2005 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Biotechnology & Genome ETF · $442M$14,427

PBE

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

PBEMeasureSCHD

+28.8%Year to dateJan 1 → Nov 4+35.3%

+42.4%1 yearTotal return+41.6%

+26.4%3 years · per year$10,000 became $20,218 · $17,908+21.4%

+7.6%5 years · per year$10,000 became $14,427 · $16,881+11.0%

0.59%Expense ratio$59 · $6 a year on $10k · lower is better0.06%

1.27%Trailing 12-mo yield$127 · $291 a year on $10k2.91%

−11.7%Worst dropSmaller is better−6.9%

19.9%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

PBE vs SCHD: Top 5 Holdings

Today

PBE

27.2%in top 5

SCHD

in top 521.6%

PBEStockSCHD

5.6%REGNnot top 5

5.6%NTRAnot top 5

5.4%BIIBnot top 5

5.4%GILDnot top 5

5.2%RPRXnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common4.1%

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

PBE vs SCHD Returns, Every Period

InvescoPBE

+7.6%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

PBESCHDFaded: behind in that period

2–2Level

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

Sector vs Income: PBE vs SCHD

YTD

InvescoPBE

+28.8%

SCHDSchwab

+35.3%

+28.8%Year to date+35.3%

−11.7%Worst drop · 1Y−6.9%

19.9%Volatility · 1Y11.5%

1.3%Yield2.9%

$442MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: PBE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PBE0.59%$59

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

Yields: PBE, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

PBE1.27%$127

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

PBE$127 − $59 = $68

KeptFee

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

Overlap: PBE, SCHD

Today

4.1%most shared, PBE and SCHD

PBESCHD

PBE—4.1%

SCHD4.1%—

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

Return vs Bumpiness: 2 ETFs

+42.4%PBE, at 19.9% volatility

SCHDWorst drop−6.9%11.5% vol

PBEWorst drop−11.7%19.9% vol

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

Paid More vs Made More

YTD

SCHDPBE

+35.3%Year to date+28.8%

2.9%Yield1.3%

+41.6%Past year+42.4%

0.06%Fee0.59%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026