Compare · 2 funds side by side · dividends reinvested

PY and SCHD

PYPrincipal×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

PY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.3

Principal Value ETFUS Stock Styles · Value0.15%1.64%+15.3%+18.0%+19.2%+9.5%−6.2%10.4%$243M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: PY 2016 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Principal Value ETF · $243M$15,712

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 23.5% in common

PYMeasureSCHD

+15.3%Year to dateJan 1 → Nov 4+35.3%

+18.0%1 yearTotal return+41.6%

+19.2%3 years · per year$10,000 became $16,934 · $17,908+21.4%

+9.5%5 years · per year$10,000 became $15,712 · $16,881+11.0%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

1.64%Trailing 12-mo yield$164 · $291 a year on $10k2.91%

−6.2%Worst dropSmaller is better−6.9%

10.4%VolatilityLower is calmer11.5%

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

2–6SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PY vs SCHD: Top 5 Holdings

Today

18.0%in top 5

SCHD

in top 521.6%

PYStockSCHD

8.8%AAPLnot top 5

not top 5TXN4.8%

2.1%PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.2%AMZNnot top 5

2.0%UNHnot top 5

1.9%Vnot top 5

Held in common23.5%

End-of-day Nov 4, 2026 · share of each fund

PY vs SCHD Returns, Every Period

PrincipalPY

+9.5%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

PYSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: PY vs SCHD

YTD

PrincipalPY

+15.3%

SCHDSchwab

+35.3%

+15.3%Year to date+35.3%

−6.2%Worst drop · 1Y−6.9%

10.4%Volatility · 1Y11.5%

1.6%Yield2.9%

$243MAssets$123B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PY0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PY, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

PY1.64%$164

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

PY$164 − $15 = $149

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PY, SCHD

Today

23.5%most shared, PY and SCHD

PYSCHD

PY—23.5%

SCHD23.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

PYWorst drop−6.2%10.4% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDPY

+35.3%Year to date+15.3%

2.9%Yield1.6%

+41.6%Past year+18.0%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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 4, 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 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026