Compare · 3 funds side by side · dividends reinvested

SCHD, DRAM and SOXX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$28,442SOXX · best of the three

02 / 04

SCHD, DRAM and SOXX, 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%$120B1.5

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B1.5

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B3.0

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 · DRAM 2026 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,459

SCHD

DRAM

Roundhill Memory ETF · $14.7B[…]

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

SCHDMeasureDRAM

+33.2%Year to dateJan 1 → Nov 9[…]

+39.1%1 yearTotal return[…]

+19.6%3 years · per year$10,000 became $17,123 · […][…]

+10.5%5 years · per year$10,000 became $16,459 · […][…]

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

2.96%Trailing 12-mo yield$296 · $0 a year on $10k0.00%

−6.9%Worst dropSmaller is better[…]

11.8%VolatilityLower is calmer[…]

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

2–0SCHD 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 DRAM: Top 5 Holdings

Today

SCHD

21.4%in top 5

DRAM

in top 577.1%

SCHDStockDRAM

not top 5005930.K19.6%

not top 5FGXXX19.2%

not top 5000660.K15.7%

not top 5912797WN15.5%

not top 5912797VV7.1%

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

Held in common0.0%

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

SCHD vs DRAM Returns, Every Period

SchwabSCHD

+39.1%

past year

DRAMRoundhill

[…]

past year

Returns […]

SCHDDRAMFaded: behind in that period

0–0Level

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

Income vs Thematic: SCHD vs SOXX

YTD

SchwabSCHD

+33.2%

SOXXiShares

+46.5%

+33.2%Year to date+46.5%

−6.9%Worst drop · 1Y−39.5%

11.8%Volatility · 1Y49.8%

3.0%Yield0.7%

$120BAssets$39.1B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, DRAM, SOXX

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SOXX0.33%$33

DRAM0.65%$65

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

Yields: SCHD, DRAM, SOXX

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

SOXX0.71%$71

DRAM0.00%$0

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SOXX$71 − $33 = $38

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: SCHD, DRAM, SOXX

Today

8.2%most shared, SCHD and SOXX

SCHDDRAMSOXX

SCHD—0.0%8.2%

DRAM0.0%—3.1%

SOXX8.2%3.1%—

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

Return vs Bumpiness: 3 ETFs

+48.5%SOXX, at 49.8% volatility

SCHDWorst drop−6.9%11.8% vol

SOXXWorst drop−39.5%49.8% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDSOXX

+33.2%Year to date+46.5%

3.0%Yield0.7%

+39.1%Past year+48.5%

0.06%Fee0.33%

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%

$120BAssets$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

$39.1BAssets$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