Compare · 3 funds side by side · dividends reinvested

QQQ, PAPI and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,763QQQ · best of the three

02 / 04

QQQ, PAPI 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%$123B1.6

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.19%+19.3%+23.4%+14.1%[…]−6.9%10.2%$551M1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+13.0%+10.0%+26.3%+13.4%−11.7%20.3%$465B2.4

Rank among the three1st → 3rdFee, 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: QQQ 1999 · PAPI 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

PAPI

Parametric Equity Premium Income ETF · $551M[…]

$10,000 five years ago, dividends reinvested · they hold 17.4% in common

SCHDMeasurePAPI

+35.3%Year to dateJan 1 → Nov 4+19.3%

+41.6%1 yearTotal return+23.4%

+21.4%3 years · per year$10,000 became $17,908 · $14,871+14.1%

+11.0%5 years · per year$10,000 became $16,881 · […][…]

0.06%Expense ratio$6 · $29 a year on $10k · lower is better0.29%

2.91%Trailing 12-mo yield$291 · $719 a year on $10k7.19%

−6.9%Worst dropSmaller is better−6.9%

11.5%VolatilityLower is calmer10.2%

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

4–2SCHD wins

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

More Ways to See the Pairs

SCHD vs PAPI: Top 5 Holdings

Today

SCHD

21.6%in top 5

PAPI

in top 53.0%

SCHDStockPAPI

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

not top 5BMI0.6%

not top 5PII0.6%

not top 5APAM0.6%

not top 5EXPO0.6%

not top 5HAS0.6%

Held in common17.4%

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

SCHD vs PAPI Returns, Every Period

SchwabSCHD

+41.6%

past year

PAPIEaton Vance

+23.4%

past year

SCHDPAPIFaded: behind in that period

3–0SCHD wins

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

SCHD vs PAPI

YTD

SchwabSCHD

+35.3%

PAPIEaton Vance

+19.3%

+35.3%Year to date+19.3%

−6.9%Worst drop · 1Y−6.9%

11.5%Volatility · 1Y10.2%

2.9%Yield7.2%

$123BAssets$551M

2–1PAPI wins

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

Cost, Income and Risk

Fees: QQQ, PAPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

QQQ0.18%$18

PAPI0.29%$29

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

Yields: QQQ, PAPI, SCHD

7.19%highest, PAPI

FundTrailing yieldYield$10k

PAPI7.19%$719

SCHD2.91%$291

QQQ0.45%$45

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

Income After Fees on $10,000

$690most kept, PAPI

PAPI$719 − $29 = $690

SCHD$291 − $6 = $285

QQQ$45 − $18 = $27

KeptFee

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

Overlap: QQQ, PAPI, SCHD

Today

17.4%most shared, PAPI and SCHD

QQQPAPISCHD

QQQ—7.3%5.4%

PAPI7.3%—17.4%

SCHD5.4%17.4%—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

PAPIWorst drop−6.9%10.2% vol

SCHDWorst drop−6.9%11.5% vol

QQQWorst drop−11.7%20.3% vol

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

Paid More vs Made More

YTD

PAPISCHD

+19.3%Year to date+35.3%

7.2%Yield2.9%

+23.4%Past year+41.6%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

QQQM vs QQQ

YTD

InvescoQQQM

+13.1%

QQQInvesco

+13.0%

+13.1%Year to date+13.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 4, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+18.8%

QQQInvesco

+13.0%

+18.8%Year to date+13.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$33.2BAssets$465B

1–1level

End-of-day Nov 4, 2026