Compare · 2 funds side by side · dividends reinvested

SCHD and EFA

SCHDSchwab×EFAiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

SCHD and EFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.1

iShares MSCI EAFE ETFInternational · Developed0.32%3.30%+7.8%+11.9%+18.3%+8.2%−11.4%16.3%$76.1B1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · EFA 2001

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

EFA

iShares MSCI EAFE ETF · $76.1B$14,818

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

SCHDMeasureEFA

+31.4%Year to dateJan 1 → Nov 6+7.8%

+37.0%1 yearTotal return+11.9%

+20.0%3 years · per year$10,000 became $17,266 · $16,576+18.3%

+10.2%5 years · per year$10,000 became $16,267 · $14,818+8.2%

0.06%Expense ratio$6 · $32 a year on $10k · lower is better0.32%

3.00%Trailing 12-mo yield$300 · $330 a year on $10k3.30%

−6.9%Worst dropSmaller is better−11.4%

11.7%VolatilityLower is calmer16.3%

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

7–1SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs EFA: Top 5 Holdings

Today

SCHD

21.4%in top 5

EFA

in top 58.2%

SCHDStockEFA

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5ASML.AS2.5%

not top 5ROP.SW1.6%

not top 5HSBA.L1.4%

not top 5NOVN.SW1.4%

not top 5SHEL.L1.4%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SCHD vs EFA Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

EFAiShares

+8.2%

5 years, per year

SCHDEFAFaded: behind in that period

4–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs International: SCHD vs EFA

YTD

SchwabSCHD

+31.4%

EFAiShares

+7.8%

+31.4%Year to date+7.8%

−6.9%Worst drop · 1Y−11.4%

11.7%Volatility · 1Y16.3%

3.0%Yield3.3%

$120BAssets$76.1B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, EFA

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

EFA0.32%$32

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHD, EFA

3.30%highest, EFA

FundTrailing yieldYield$10k

EFA3.30%$330

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$298most kept, EFA

EFA$330 − $32 = $298

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHD, EFA

Today

0.0%most shared, SCHD and EFA

SCHDEFA

SCHD—0.0%

EFA0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

EFAWorst drop−11.4%16.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

EFASCHD

+7.8%Year to date+31.4%

3.3%Yield3.0%

+11.9%Past year+37.0%

0.32%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026