Compare · 3 funds side by side · dividends reinvested

POWR, SCHD and DRAM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

POWR, SCHD and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.1

iShares U.S. Power Infrastructure ETFThematic · Infrastructure0.39%6.64%+2.8%+0.7%+4.1%+9.9%−14.5%18.6%$429M1.9

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.0

Rank among the three1st → 3rdFee, 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: POWR 2012 · SCHD 2011 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Power Infrastructure ETF · $429M$16,055

POWR

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

POWRMeasureSCHD

+2.8%Year to dateJan 1 → Nov 5+32.3%

+0.7%1 yearTotal return+38.7%

+4.1%3 years · per year$10,000 became $11,269 · $17,414+20.3%

+9.9%5 years · per year$10,000 became $16,055 · $16,375+10.4%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

6.64%Trailing 12-mo yield$664 · $298 a year on $10k2.98%

−14.5%Worst dropSmaller is better−6.9%

18.6%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

POWR vs SCHD: Top 5 Holdings

Today

POWR

27.7%in top 5

SCHD

in top 521.7%

POWRStockSCHD

6.6%NEEnot top 5

5.7%PWRnot top 5

5.4%GEVnot top 5

5.3%ETNnot top 5

not top 5TXN4.7%

4.7%EQTnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.1%

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

POWR vs SCHD Returns, Every Period

iSharesPOWR

+9.9%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

POWRSCHDFaded: behind in that period

0–4SCHD wins

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

Thematic vs Income: POWR vs SCHD

YTD

iSharesPOWR

+2.8%

SCHDSchwab

+32.3%

+2.8%Year to date+32.3%

−14.5%Worst drop · 1Y−6.9%

18.6%Volatility · 1Y11.7%

6.6%Yield3.0%

$429MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: POWR, SCHD, DRAM

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

POWR0.39%$39

DRAM0.65%$65

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

Yields: POWR, SCHD, DRAM

6.64%highest, POWR

FundTrailing yieldYield$10k

POWR6.64%$664

SCHD2.98%$298

DRAM0.00%$0

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

Income After Fees on $10,000

$625most kept, POWR

POWR$664 − $39 = $625

SCHD$298 − $6 = $292

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: POWR, SCHD, DRAM

Today

0.1%most shared, POWR and SCHD

POWRSCHDDRAM

POWR—0.1%0.0%

SCHD0.1%—0.0%

DRAM0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

POWRWorst drop−14.5%18.6% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

POWRSCHD

+2.8%Year to date+32.3%

6.6%Yield3.0%

+0.7%Past year+38.7%

0.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026