Compare · 2 funds side by side · dividends reinvested

SCHD and BFOR

SCHDSchwab×BFORALPS×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

SCHD and BFOR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.0

ALPS ETF Trust - Barron's 400 ETFUnsorted0.65%0.54%+9.8%+15.0%+19.8%+8.7%−9.0%14.6%$244M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCHD 2011 · BFOR 2013

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,375

SCHD

BFOR

ALPS ETF Trust - Barron's 400 ETF · $244M$15,209

$10,000 five years ago, dividends reinvested · they hold 5.6% in common

SCHDMeasureBFOR

+32.3%Year to dateJan 1 → Nov 5+9.8%

+38.7%1 yearTotal return+15.0%

+20.3%3 years · per year$10,000 became $17,414 · $17,212+19.8%

+10.4%5 years · per year$10,000 became $16,375 · $15,209+8.7%

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

2.98%Trailing 12-mo yield$298 · $54 a year on $10k0.54%

−6.9%Worst dropSmaller is better−9.0%

11.7%VolatilityLower is calmer14.6%

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

8–0SCHD wins

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

More Ways to See the Pairs

SCHD vs BFOR: Top 5 Holdings

Today

SCHD

21.7%in top 5

BFOR

in top 51.9%

SCHDStockBFOR

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

not top 5CDNA0.4%

not top 5CRCT0.4%

not top 5FIGS0.4%

not top 5PTC0.4%

not top 5CROX0.4%

Held in common5.6%

End-of-day Nov 5, 2026 · share of each fund

SCHD vs BFOR Returns, Every Period

SchwabSCHD

+10.4%

5 years, per year

BFORALPS

+8.7%

5 years, per year

SCHDBFORFaded: behind in that period

4–0SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: SCHD vs BFOR

YTD

SchwabSCHD

+32.3%

BFORALPS

+9.8%

+32.3%Year to date+9.8%

−6.9%Worst drop · 1Y−9.0%

11.7%Volatility · 1Y14.6%

3.0%Yield0.5%

$123BAssets$244M

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, BFOR

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BFOR0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCHD, BFOR

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

BFOR0.54%$54

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

BFOR$54 − $65 = −$11

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCHD, BFOR

Today

5.6%most shared, SCHD and BFOR

SCHDBFOR

SCHD—5.6%

BFOR5.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

BFORWorst drop−9.0%14.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDBFOR

+32.3%Year to date+9.8%

3.0%Yield0.5%

+38.7%Past year+15.0%

0.06%Fee0.65%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026