Compare · 2 funds side by side · dividends reinvested

ROE and SCHD

ROEAstoria×SCHDSchwab×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,428SCHD · best of the two

Story of the two · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the two · RiskSmallest drop

ROE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.1

Astoria US Equal Weight Quality Kings ETFUS Stock Styles · Equal weight0.49%0.86%+20.8%+23.4%+23.1%[…]−8.7%15.8%$249M1.9

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

End-of-day Nov 10, 2026 · returns include dividends · since: ROE 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Astoria US Equal Weight Quality Kings ETF · $249M[…]

ROE

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested · they hold 12.0% in common

ROEMeasureSCHD

+20.8%

More Ways to See the Pairs

ROE vs SCHD: Top 5 Holdings

Today

ROE

6.7%in top 5

SCHD

in top 521.4%

ROEStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: ROE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ROE0.49%$49

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

Yields: ROE, SCHD

1Y

2.94%highest, SCHD

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+33.8%

+23.4%1 yearTotal return+38.8%

+23.1%3 years · per year$10,000 became $18,655 · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.49%Expense ratio$49 · $6 a year on $10k · lower is better0.06%

0.86%Trailing 12-mo yield$86 · $294 a year on $10k2.94%

−8.7%Worst dropSmaller is better−6.9%

15.8%VolatilityLower is calmer11.8%

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

1–6SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.4%PTCnot top 5

1.4%HASnot top 5

1.4%GENnot top 5

1.3%SNnot top 5

1.3%MCKnot top 5

Held in common12.0%

End-of-day Nov 10, 2026 · share of each fund

ROE vs SCHD Returns, Every Period

1Y

AstoriaROE

+23.4%

past year

SCHDSchwab

+38.8%

past year

ROESCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ROE vs SCHD

YTD

AstoriaROE

+20.8%

SCHDSchwab

+33.8%

+20.8%Year to date+33.8%

−8.7%Worst drop · 1Y−6.9%

15.8%Volatility · 1Y11.8%

0.9%Yield2.9%

$249MAssets$123B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

SCHD2.94%$294

ROE0.86%$86

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

ROE$86 − $49 = $37

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ROE, SCHD

Today

12.0%most shared, ROE and SCHD

ROESCHD

ROE—12.0%

SCHD12.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

ROEWorst drop−8.7%15.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDROE

+33.8%Year to date+20.8%

2.9%Yield0.9%

+38.8%Past year+23.4%

0.06%Fee0.49%

4–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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ROE and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two