Compare · 3 funds side by side · dividends reinvested

SCHD, ASHR and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,298SMH · best of the three

02 / 04

SCHD, ASHR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.9

Xtrackers Harvest CSI 300 China A-Shares ETFThematic · China0.65%2.45%−5.6%−4.6%+9.8%−2.9%−19.5%18.3%$1.3B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SCHD 2011 · ASHR 2013 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$16,459

SCHD

ASHR

Xtrackers Harvest CSI 300 China A-Shares ETF · $1.3B$8,635

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

SCHDMeasureASHR

+33.2%Year to dateJan 1 → Nov 9−5.6%

+39.1%1 yearTotal return−4.6%

+19.6%3 years · per year$10,000 became $17,123 · $13,254+9.8%

+10.5%5 years · per year$10,000 became $16,459 · $8,635−2.9%

0.06%Expense ratio$6 · $65 a year on $10k · lower is better0.65%

2.96%Trailing 12-mo yield$296 · $245 a year on $10k2.45%

−6.9%Worst dropSmaller is better−19.5%

11.8%VolatilityLower is calmer18.3%

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

8–0SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs ASHR: Top 5 Holdings

Today

SCHD

21.4%in top 5

ASHR

in top 513.9%

SCHDStockASHR

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

not top 5600519.S4.0%

not top 5300750.S2.9%

not top 5601318.S2.5%

not top 5600036.S2.3%

not top 5300308.S2.2%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SCHD vs ASHR Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

ASHRXtrackers

−2.9%

5 years, per year

SCHDASHRFaded: behind in that period

4–0SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Thematic: SCHD vs ASHR

YTD

SchwabSCHD

+33.2%

ASHRXtrackers

−5.6%

+33.2%Year to date−5.6%

−6.9%Worst drop · 1Y−19.5%

11.8%Volatility · 1Y18.3%

3.0%Yield2.4%

$122BAssets$1.3B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, ASHR, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

ASHR0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCHD, ASHR, SMH

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

ASHR2.45%$245

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

ASHR$245 − $65 = $180

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCHD, ASHR, SMH

Today

8.2%most shared, SCHD and SMH

SCHDASHRSMH

SCHD—0.0%8.2%

ASHR0.0%—0.0%

SMH8.2%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

SCHDWorst drop−6.9%11.8% vol

ASHRWorst drop−19.5%18.3% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSMH

+33.2%Year to date+35.3%

3.0%Yield0.2%

+39.1%Past year+39.3%

0.06%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026