Compare · 2 funds side by side · dividends reinvested

SCHD and AAA

SCHDSchwab×AAAAlternative Access×

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 incomeAAA · 4.60% · $460 a year on $10k

Story of the two · RiskSmallest drop

SCHD and AAA, 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%$123B1.4

Alternative Access First Priority CLO Bond ETFBonds & Cash · Corporate0.19%4.60%+3.2%+4.1%+5.5%+4.8%−1.1%3.0%$72M1.6

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: SCHD 2011 · AAA 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SCHD

AAA

Alternative Access First Priority CLO Bond ETF · $72M$12,661

$10,000 five years ago, dividends reinvested

SCHDMeasureAAA

+33.8%

More Ways to See the Pairs

SCHD vs AAA: Top 5 Holdings

Today

SCHD

21.4%in top 5

AAA

in top 5[…]

SCHDStockAAA

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: SCHD, AAA

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

AAA0.19%$19

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

Yields: SCHD, AAA

1Y

4.60%highest, AAA

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

+3.2%

+38.8%1 yearTotal return+4.1%

+19.5%3 years · per year$10,000 became $17,062 · $11,728+5.5%

+10.4%5 years · per year$10,000 became $16,428 · $12,661+4.8%

0.06%Expense ratio$6 · $19 a year on $10k · lower is better0.19%

2.94%Trailing 12-mo yield$294 · $460 a year on $10k4.60%

−6.9%Worst dropSmaller is better−1.1%

11.8%VolatilityLower is calmer3.0%

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

5–3SCHD wins

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

Held in common[…]

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

SCHD vs AAA Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

AAAAlternative Access

+4.8%

5 years, per year

SCHDAAAFaded: behind in that period

4–0SCHD wins

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

Income vs Bonds: SCHD vs AAA

YTD

SchwabSCHD

+33.8%

AAAAlternative Access

+3.2%

+33.8%Year to date+3.2%

−6.9%Worst drop · 1Y−1.1%

11.8%Volatility · 1Y3.0%

2.9%Yield4.6%

$123BAssets$72.5M

3–1AAA wins

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

$10k

AAA4.60%$460

SCHD2.94%$294

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

Income After Fees on $10,000

1Y

$441most kept, AAA

AAA$460 − $19 = $441

SCHD$294 − $6 = $288

KeptFee

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

Overlap: SCHD, AAA

Today

[…]holdings […]

SCHDAAA

SCHD—[…]

AAA[…]—

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

AAAWorst drop−1.1%3.0% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

AAASCHD

+3.2%Year to date+33.8%

4.6%Yield2.9%

+4.1%Past year+38.8%

0.19%Fee0.06%

3–1SCHD 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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SCHD and AAA

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two