Compare · 2 funds side by side · dividends reinvested

SCHD and LIBD

SCHDSchwab×LIBDStone Ridge×

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 LIBD, 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%$120B1.3

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFBonds & Cash · Treasuries0.25%3.89%−2.8%−5.0%[…][…]−11.0%8.3%$4M1.7

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 · LIBD 2025

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,375

SCHD

LIBD

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETF · $4M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureLIBD

+32.3%Year to dateJan 1 → Nov 5−2.8%

+38.7%1 yearTotal return−5.0%

+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 · $25 a year on $10k · lower is better0.25%

2.98%Trailing 12-mo yield$298 · $389 a year on $10k3.89%

−6.9%Worst dropSmaller is better−11.0%

11.7%VolatilityLower is calmer8.3%

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

4–2SCHD 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 LIBD: Top 5 Holdings

Today

SCHD

21.7%in top 5

LIBD

in top 5[…]

SCHDStockLIBD

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 LIBD Returns, Every Period

SchwabSCHD

+38.7%

past year

LIBDStone Ridge

−5.0%

past year

SCHDLIBDFaded: behind in that period

2–0SCHD wins

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

Income vs Bonds: SCHD vs LIBD

YTD

SchwabSCHD

+32.3%

LIBDStone Ridge

−2.8%

+32.3%Year to date−2.8%

−6.9%Worst drop · 1Y−11.0%

11.7%Volatility · 1Y8.3%

3.0%Yield3.9%

$120BAssets$4.1M

2–2level

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

Cost, Income and Risk

Fees: SCHD, LIBD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

LIBD0.25%$25

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

Yields: SCHD, LIBD

3.89%highest, LIBD

FundTrailing yieldYield$10k

LIBD3.89%$389

SCHD2.98%$298

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

Income After Fees on $10,000

$364most kept, LIBD

LIBD$389 − $25 = $364

SCHD$298 − $6 = $292

KeptFee

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

Overlap: SCHD, LIBD

Today

[…]holdings […]

SCHDLIBD

SCHD—[…]

LIBD[…]—

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

LIBDWorst drop−11.0%8.3% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

LIBDSCHD

−2.8%Year to date+32.3%

3.9%Yield3.0%

−5.0%Past year+38.7%

0.25%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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026