Compare · 2 funds side by side · dividends reinvested

SCHD and DFII

SCHDSchwab×DFIIFirst Trust×

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 DFII, 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%$123B1.1

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.15%−15.5%−25.0%[…][…]−42.6%42.1%$20M1.8

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 · DFII 2025

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

DFII

FT Vest Bitcoin Strategy & Target Income ETF · $20M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureDFII

+32.3%Year to dateJan 1 → Nov 5−15.5%

+38.7%1 yearTotal return−25.0%

+20.3%3 years · per year$10,000 became $17,414 · […][…]

+10.4%5 years · per year$10,000 became $16,375 · […][…]

0.06%Expense ratio$6 · $85 a year on $10k · lower is better0.85%

2.98%Trailing 12-mo yield$298 · $2,015 a year on $10k20.15%

−6.9%Worst dropSmaller is better−42.6%

11.7%VolatilityLower is calmer42.1%

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

5–1SCHD 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 DFII: Top 5 Holdings

Today

SCHD

21.7%in top 5

DFII

in top 5[…]

SCHDStockDFII

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

Held in common[…]

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

SCHD vs DFII Returns, Every Period

SchwabSCHD

+38.7%

past year

DFIIFirst Trust

−25.0%

past year

SCHDDFIIFaded: behind in that period

2–0SCHD wins

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

SCHD vs DFII

YTD

SchwabSCHD

+32.3%

DFIIFirst Trust

−15.5%

+32.3%Year to date−15.5%

−6.9%Worst drop · 1Y−42.6%

11.7%Volatility · 1Y42.1%

3.0%Yield20.2%

$123BAssets$20.2M

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, DFII

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DFII0.85%$85

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

Yields: SCHD, DFII

20.15%highest, DFII

FundTrailing yieldYield$10k

DFII20.15%$2,015

SCHD2.98%$298

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

Income After Fees on $10,000

$1,930most kept, DFII

DFII$2,015 − $85 = $1,930

SCHD$298 − $6 = $292

KeptFee

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

Overlap: SCHD, DFII

Today

[…]holdings […]

SCHDDFII

SCHD—[…]

DFII[…]—

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

DFIIWorst drop−42.6%42.1% vol

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

Paid More vs Made More

YTD

DFIISCHD

−15.5%Year to date+32.3%

20.2%Yield3.0%

−25.0%Past year+38.7%

0.85%Fee0.06%

3–1SCHD 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