Compare · 2 funds side by side · dividends reinvested

PGJ and SCHD

PGJInvesco×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 04

PGJ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.0

Invesco Golden Dragon China ETFThematic · China0.70%1.93%−21.9%−27.6%−0.8%−11.3%−33.2%23.3%$81M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: PGJ 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Golden Dragon China ETF · $81M$5,489

PGJ

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

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

PGJMeasureSCHD

−21.9%Year to dateJan 1 → Nov 9+33.2%

−27.6%1 yearTotal return+39.1%

−0.8%3 years · per year$10,000 became $9,763 · $17,123+19.6%

−11.3%5 years · per year$10,000 became $5,489 · $16,459+10.5%

0.70%Expense ratio$70 · $6 a year on $10k · lower is better0.06%

1.93%Trailing 12-mo yield$193 · $296 a year on $10k2.96%

−33.2%Worst dropSmaller is better−6.9%

23.3%VolatilityLower is calmer11.8%

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

0–8SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PGJ vs SCHD: Top 5 Holdings

Today

PGJ

38.4%in top 5

SCHD

in top 521.4%

PGJStockSCHD

9.3%YUMCnot top 5

8.6%JDnot top 5

8.0%BABAnot top 5

7.1%NTESnot top 5

5.5%BIDUnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

PGJ vs SCHD Returns, Every Period

InvescoPGJ

−11.3%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

PGJSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Income: PGJ vs SCHD

YTD

InvescoPGJ

−21.9%

SCHDSchwab

+33.2%

−21.9%Year to date+33.2%

−33.2%Worst drop · 1Y−6.9%

23.3%Volatility · 1Y11.8%

1.9%Yield3.0%

$81.2MAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PGJ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PGJ0.70%$70

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PGJ, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

PGJ1.93%$193

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

PGJ$193 − $70 = $123

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PGJ, SCHD

Today

0.0%most shared, PGJ and SCHD

PGJSCHD

PGJ—0.0%

SCHD0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

PGJWorst drop−33.2%23.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDPGJ

+33.2%Year to date−21.9%

3.0%Yield1.9%

+39.1%Past year−27.6%

0.06%Fee0.70%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026