Compare · 2 funds side by side · dividends reinvested

PFXF and SCHD

PFXFVanEck×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

PFXF 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%$120B1.3

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.54%−2.9%−0.7%+8.1%+1.3%−11.8%11.4%$2.1B1.8

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: PFXF 2012 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

PFXF

VanEck Preferred Securities ex Financials ETF · $2.1B$10,643

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

SCHDMeasurePFXF

+31.4%Year to dateJan 1 → Nov 6−2.9%

+37.0%1 yearTotal return−0.7%

+20.0%3 years · per year$10,000 became $17,266 · $12,617+8.1%

+10.2%5 years · per year$10,000 became $16,267 · $10,643+1.3%

0.06%Expense ratio$6 · $40 a year on $10k · lower is better0.40%

3.00%Trailing 12-mo yield$300 · $654 a year on $10k6.54%

−6.9%Worst dropSmaller is better−11.8%

11.7%VolatilityLower is calmer11.4%

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

6–2SCHD wins

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

More Ways to See the Pairs

SCHD vs PFXF: Top 5 Holdings

Today

SCHD

21.4%in top 5

PFXF

in top 523.4%

SCHDStockPFXF

not top 5STRC7.6%

not top 5GOOGN4.7%

not top 5GOOGM4.7%

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5SMCIP4.1%

not top 5DUKU2.3%

Held in common0.0%

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

SCHD vs PFXF Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

PFXFVanEck

+1.3%

5 years, per year

SCHDPFXFFaded: behind in that period

4–0SCHD wins

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

Income vs Sector: SCHD vs PFXF

YTD

SchwabSCHD

+31.4%

PFXFVanEck

−2.9%

+31.4%Year to date−2.9%

−6.9%Worst drop · 1Y−11.8%

11.7%Volatility · 1Y11.4%

3.0%Yield6.5%

$120BAssets$2.1B

2–2level

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

Cost, Income and Risk

Fees: PFXF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PFXF0.40%$40

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

Yields: PFXF, SCHD

6.54%highest, PFXF

FundTrailing yieldYield$10k

PFXF6.54%$654

SCHD3.00%$300

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

Income After Fees on $10,000

$614most kept, PFXF

PFXF$654 − $40 = $614

SCHD$300 − $6 = $294

KeptFee

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

Overlap: PFXF, SCHD

Today

0.0%most shared, PFXF and SCHD

PFXFSCHD

PFXF—0.0%

SCHD0.0%—

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

PFXFWorst drop−11.8%11.4% 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

PFXFSCHD

−2.9%Year to date+31.4%

6.5%Yield3.0%

−0.7%Past year+37.0%

0.40%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