Compare · 2 funds side by side · dividends reinvested

ROBO and SCHD

ROBOROBO Global×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

ROBO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.0

ROBO Global Robotics and Automation Index ETFThematic · AI & semis0.95%0.39%+7.4%+7.4%+18.2%+2.3%−17.6%27.4%$1.9B2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: ROBO 2013 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Robotics and Automation Index ETF · $1.9B$11,180

ROBO

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

ROBOMeasureSCHD

+7.4%Year to dateJan 1 → Nov 3+32.8%

+7.4%1 yearTotal return+37.6%

+18.2%3 years · per year$10,000 became $16,531 · $17,784+21.2%

+2.3%5 years · per year$10,000 became $11,180 · $16,352+10.3%

0.95%Expense ratio$95 · $6 a year on $10k · lower is better0.06%

0.39%Trailing 12-mo yield$39 · $297 a year on $10k2.97%

−17.6%Worst dropSmaller is better−6.9%

27.4%VolatilityLower is calmer11.4%

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

0–8SCHD wins

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

More Ways to See the Pairs

ROBO vs SCHD: Top 5 Holdings

Today

ROBO

9.4%in top 5

SCHD

in top 521.4%

ROBOStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

2.2%ISRGnot top 5

1.8%PTCnot top 5

1.8%ROKnot top 5

1.8%NOVTnot top 5

1.8%6954.Tnot top 5

Held in common1.3%

End-of-day Nov 3, 2026 · share of each fund

ROBO vs SCHD Returns, Every Period

ROBO GlobalROBO

+2.3%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

ROBOSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Income: ROBO vs SCHD

YTD

ROBO GlobalROBO

+7.4%

SCHDSchwab

+32.8%

+7.4%Year to date+32.8%

−17.6%Worst drop · 1Y−6.9%

27.4%Volatility · 1Y11.4%

0.4%Yield3.0%

$1.9BAssets$121B

4–0SCHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROBO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ROBO0.95%$95

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ROBO, SCHD

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

ROBO0.39%$39

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

ROBO$39 − $95 = −$56

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ROBO, SCHD

Today

1.3%most shared, ROBO and SCHD

ROBOSCHD

ROBO—1.3%

SCHD1.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%11.4% vol

ROBOWorst drop−17.6%27.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDROBO

+32.8%Year to date+7.4%

3.0%Yield0.4%

+37.6%Past year+7.4%

0.06%Fee0.95%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026