Compare · 2 funds side by side · dividends reinvested

PWS and SCHD

PWSPacer×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

PWS 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%$120B1.0

Pacer WealthShield ETFUnsorted0.60%2.19%−2.5%−4.1%+8.2%−0.3%−7.9%12.6%$14M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: PWS 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Pacer WealthShield ETF · $14M$9,851

PWS

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 5.8% in common

PWSMeasureSCHD

−2.5%Year to dateJan 1 → Nov 6+31.4%

−4.1%1 yearTotal return+37.0%

+8.2%3 years · per year$10,000 became $12,656 · $17,266+20.0%

−0.3%5 years · per year$10,000 became $9,851 · $16,267+10.2%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

2.19%Trailing 12-mo yield$219 · $300 a year on $10k3.00%

−7.9%Worst dropSmaller is better−6.9%

12.6%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

PWS vs SCHD: Top 5 Holdings

Today

PWS

17.0%in top 5

SCHD

in top 521.4%

PWSStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

4.0%AAPLnot top 5

3.7%LLYnot top 5

3.5%NVDAnot top 5

3.2%MSFTnot top 5

2.7%BRK-Bnot top 5

Held in common5.8%

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

PWS vs SCHD Returns, Every Period

PacerPWS

−0.3%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

PWSSCHDFaded: behind in that period

0–4SCHD wins

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

Unsorted vs Income: PWS vs SCHD

YTD

PacerPWS

−2.5%

SCHDSchwab

+31.4%

−2.5%Year to date+31.4%

−7.9%Worst drop · 1Y−6.9%

12.6%Volatility · 1Y11.7%

2.2%Yield3.0%

$13.9MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: PWS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PWS0.60%$60

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

Yields: PWS, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

PWS2.19%$219

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

PWS$219 − $60 = $159

KeptFee

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

Overlap: PWS, SCHD

Today

5.8%most shared, PWS and SCHD

PWSSCHD

PWS—5.8%

SCHD5.8%—

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

SCHDWorst drop−6.9%11.7% vol

PWSWorst drop−7.9%12.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDPWS

+31.4%Year to date−2.5%

3.0%Yield2.2%

+37.0%Past year−4.1%

0.06%Fee0.60%

4–0SCHD 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