Compare · 2 funds side by side · dividends reinvested

SCHD and FLRT

SCHDSchwab×FLRTPacer×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 04

SCHD and FLRT, 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%$120B1.4

Pacer Aristotle Pacific Floating Rate High Income ETFBonds & Cash · Other bonds0.60%6.60%+3.5%+4.7%+7.6%+6.1%−1.8%1.6%$1.1B1.6

Rank among the two1st → 2ndFee, 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 · FLRT 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

FLRT

Pacer Aristotle Pacific Floating Rate High Income ETF · $1.1B$13,444

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

SCHDMeasureFLRT

+33.2%Year to dateJan 1 → Nov 9+3.5%

+39.1%1 yearTotal return+4.7%

+19.6%3 years · per year$10,000 became $17,123 · $12,449+7.6%

+10.5%5 years · per year$10,000 became $16,459 · $13,444+6.1%

0.06%Expense ratio$6 · $60 a year on $10k · lower is better0.60%

2.96%Trailing 12-mo yield$296 · $660 a year on $10k6.60%

−6.9%Worst dropSmaller is better−1.8%

11.8%VolatilityLower is calmer1.6%

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

5–3SCHD 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 FLRT: Top 5 Holdings

Today

SCHD

21.4%in top 5

FLRT

in top 51.5%

SCHDStockFLRT

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 5HYG0.4%

not top 5JNK0.4%

not top 5SHYG0.4%

not top 5SJNK0.4%

not top 5ECC0.0%

Held in common0.0%

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

SCHD vs FLRT Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

FLRTPacer

+6.1%

5 years, per year

SCHDFLRTFaded: behind in that period

4–0SCHD wins

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

Income vs Bonds: SCHD vs FLRT

YTD

SchwabSCHD

+33.2%

FLRTPacer

+3.5%

+33.2%Year to date+3.5%

−6.9%Worst drop · 1Y−1.8%

11.8%Volatility · 1Y1.6%

3.0%Yield6.6%

$120BAssets$1.1B

3–1FLRT wins

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

Cost, Income and Risk

Fees: SCHD, FLRT

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FLRT0.60%$60

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

Yields: SCHD, FLRT

6.60%highest, FLRT

FundTrailing yieldYield$10k

FLRT6.60%$660

SCHD2.96%$296

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

Income After Fees on $10,000

$600most kept, FLRT

FLRT$660 − $60 = $600

SCHD$296 − $6 = $290

KeptFee

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

Overlap: SCHD, FLRT

Today

0.0%most shared, SCHD and FLRT

SCHDFLRT

SCHD—0.0%

FLRT0.0%—

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

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

FLRTWorst drop−1.8%1.6% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

FLRTSCHD

+3.5%Year to date+33.2%

6.6%Yield3.0%

+4.7%Past year+39.1%

0.60%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026