Compare PBW and SCHD | ETF Tracker

PBW 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%$121B1.0

Invesco WilderHill Clean Energy ETFThematic · Clean energy & EV0.63%2.52%−11.8%−17.8%+4.6%−18.5%−47.1%43.0%$286M2.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco WilderHill Clean Energy ETF · $286M$3,599

PBW

SCHD

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

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

PBWMeasureSCHD

−11.8%Year to dateJan 1 → Nov 4+35.3%

−17.8%1 yearTotal return+41.6%

+4.6%3 years · per year$10,000 became $11,432 · $17,908+21.4%

−18.5%5 years · per year$10,000 became $3,599 · $16,881+11.0%

0.63%Expense ratio$63 · $6 a year on $10k · lower is better0.06%

2.52%Trailing 12-mo yield$252 · $291 a year on $10k2.91%

−47.1%Worst dropSmaller is better−6.9%

43.0%VolatilityLower is calmer11.5%

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

0–8SCHD wins

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

More Ways to See the Pairs

PBW vs SCHD: Top 5 Holdings

Today

PBW

10.6%in top 5

SCHD

in top 521.6%

PBWStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

2.3%ARRYnot top 5

2.3%NXTnot top 5

2.0%CDLRnot top 5

2.0%EVGOnot top 5

1.9%JKSnot top 5

Held in common0.0%

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

PBW vs SCHD Returns, Every Period

5Y

InvescoPBW

−18.5%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

PBWSCHDFaded: behind in that period

0–4SCHD wins

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

Thematic vs Income: PBW vs SCHD

YTD

InvescoPBW

−11.8%

SCHDSchwab

+35.3%

−11.8%Year to date+35.3%

−47.1%Worst drop · 1Y−6.9%

43.0%Volatility · 1Y11.5%

2.5%Yield2.9%

$286MAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: PBW, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PBW0.63%$63

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

Yields: PBW, SCHD

1Y

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

PBW2.52%$252

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

Income After Fees on $10,000

1Y

$285most kept, SCHD

SCHD$291 − $6 = $285

PBW$252 − $63 = $189

KeptFee

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

Overlap: PBW, SCHD

Today

0.0%most shared, PBW and SCHD

PBWSCHD

PBW—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

PBWWorst drop−47.1%43.0% vol

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

Paid More vs Made More

YTD

SCHDPBW

+35.3%Year to date−11.8%

2.9%Yield2.5%

+41.6%Past year−17.8%

0.06%Fee0.63%

4–0SCHD 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