Compare · 2 funds side by side · dividends reinvested

RIZE and SCHD

RIZEPrincipal×SCHDSchwab×

Versus in desk

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

02 / 03

RIZE and SCHD, 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%$123B1.0

Principal Exchange-Traded Funds - Principal Inflation Protection ETFUnsorted0.19%1.85%[…][…][…][…][…][…]$11M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: RIZE 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Principal Exchange-Traded Funds - Principal Inflation Protection ETF · $11M[…]

RIZE

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

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

RIZEMeasureSCHD

[…]Year to dateJan 1 → Nov 5+32.3%

[…]1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.19%Expense ratio$19 · $6 a year on $10k · lower is better0.06%

1.85%Trailing 12-mo yield$185 · $298 a year on $10k2.98%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

0–2SCHD wins

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

More Ways to See the Pairs

RIZE vs SCHD: Top 5 Holdings

Today

RIZE

0.3%in top 5

SCHD

in top 521.7%

RIZEStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

0.3%GVMXXnot top 5

Held in common0.0%

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

RIZE vs SCHD Returns, Every Period

PrincipalRIZE

[…]

past year

SCHDSchwab

+38.7%

past year

Returns […]

RIZESCHDFaded: behind in that period

0–0Level

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

Unsorted vs Income: RIZE vs SCHD

YTD

PrincipalRIZE

[…]

SCHDSchwab

+32.3%

[…]Year to date+32.3%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

1.8%Yield3.0%

$11.0MAssets$123B

1–0SCHD wins

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

Cost, Income and Risk

Fees: RIZE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

RIZE0.19%$19

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

Yields: RIZE, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

RIZE1.85%$185

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

RIZE$185 − $19 = $166

KeptFee

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

Overlap: RIZE, SCHD

Today

0.0%most shared, RIZE and SCHD

RIZESCHD

RIZE—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

RIZEWorst drop[…][…]

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

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026