Compare · 2 funds side by side · dividends reinvested

PFDE and SCHB

PFDEPathfinder×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,348SCHB · best of the two

02 / 03

PFDE and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.9B1.0

Pathfinder Disciplined US Equity ETFUS Stock Styles · Large cap0.59%0.26%+9.3%[…][…][…][…][…]$165M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: PFDE 2025 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Pathfinder Disciplined US Equity ETF · $165M[…]

PFDE

SCHB

Schwab U.S. Broad Market ETF · $44.9B$16,348

$10,000 five years ago, dividends reinvested · they hold 46.2% in common

PFDEMeasureSCHB

+9.3%Year to dateJan 1 → Nov 5+13.3%

[…]1 yearTotal return+13.3%

[…]3 years · per year$10,000 became […] · $19,056+24.0%

[…]5 years · per year$10,000 became […] · $17,270+11.5%

0.59%Expense ratio$59 · $3 a year on $10k · lower is better0.03%

0.26%Trailing 12-mo yield$26 · $104 a year on $10k1.04%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.1%

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

0–3SCHB wins

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

More Ways to See the Pairs

PFDE vs SCHB: Top 5 Holdings

Today

PFDE

30.2%in top 5

SCHB

in top 524.8%

PFDEStockSCHB

9.1%NVDA6.5%

7.2%AAPL6.9%

5.6%AMZN3.5%

5.3%MSFT5.6%

3.0%MAnot top 5

not top 5GOOGL2.3%

Held in common46.2%

End-of-day Nov 5, 2026 · share of each fund

PFDE vs SCHB Returns, Every Period

PathfinderPFDE

[…]

past year

SCHBSchwab

+13.3%

past year

PFDESCHBFaded: behind in that period

0–1SCHB wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PFDE vs SCHB

YTD

PathfinderPFDE

+9.3%

SCHBSchwab

+13.3%

+9.3%Year to date+13.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.1%

0.3%Yield1.0%

$165MAssets$44.9B

2–0SCHB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PFDE, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

PFDE0.59%$59

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PFDE, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

PFDE0.26%$26

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

PFDE$26 − $59 = −$33

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PFDE, SCHB

Today

46.2%most shared, PFDE and SCHB

PFDESCHB

PFDE—46.2%

SCHB46.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

PFDEWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBPFDE

+13.3%Year to date+9.3%

1.0%Yield0.3%

+13.3%Past year[…]

0.03%Fee0.59%

3–0SCHB wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 5, 2026

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 5, 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 5, 2026