Compare RWR and SCHD | ETF Tracker

RWR 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%$123B1.1

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.34%+17.8%+18.8%+17.5%+3.7%−12.8%14.2%$1.8B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: RWR 2001 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Dow Jones REIT ETF · $1.8B$11,973

RWR

SCHD

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

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

RWRMeasureSCHD

+17.8%Year to dateJan 1 → Nov 4+35.3%

+18.8%1 yearTotal return+41.6%

+17.5%3 years · per year$10,000 became $16,229 · $17,908+21.4%

+3.7%5 years · per year$10,000 became $11,973 · $16,881+11.0%

0.25%Expense ratio$25 · $6 a year on $10k · lower is better0.06%

3.34%Trailing 12-mo yield$334 · $291 a year on $10k2.91%

−12.8%Worst dropSmaller is better−6.9%

14.2%VolatilityLower is calmer11.5%

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

1–7SCHD wins

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

More Ways to See the Pairs

RWR vs SCHD: Top 5 Holdings

Today

RWR

34.2%in top 5

SCHD

in top 521.6%

RWRStockSCHD

10.2%WELLnot top 5

9.5%PLDnot top 5

5.1%PSAnot top 5

4.9%SPGnot top 5

not top 5TXN4.8%

4.4%EQIXnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

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

RWR vs SCHD Returns, Every Period

5Y

SPDRRWR

+3.7%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

RWRSCHDFaded: behind in that period

0–4SCHD wins

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

Sector vs Income: RWR vs SCHD

YTD

SPDRRWR

+17.8%

SCHDSchwab

+35.3%

+17.8%Year to date+35.3%

−12.8%Worst drop · 1Y−6.9%

14.2%Volatility · 1Y11.5%

3.3%Yield2.9%

$1.8BAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: RWR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

RWR0.25%$25

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

Yields: RWR, SCHD

1Y

3.34%highest, RWR

FundTrailing yieldYield$10k

RWR3.34%$334

SCHD2.91%$291

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

Income After Fees on $10,000

1Y

$309most kept, RWR

RWR$334 − $25 = $309

SCHD$291 − $6 = $285

KeptFee

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

Overlap: RWR, SCHD

Today

0.0%most shared, RWR and SCHD

RWRSCHD

RWR—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

RWRWorst drop−12.8%14.2% vol

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

Paid More vs Made More

YTD

RWRSCHD

+17.8%Year to date+35.3%

3.3%Yield2.9%

+18.8%Past year+41.6%

0.25%Fee0.06%

3–1SCHD 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