Compare · 2 funds side by side · dividends reinvested

SCHD and PCR

SCHDSchwab×PCRSimplify×

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 PCR, 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

Simplify VettaFi Private Credit Strategy ETFBonds & Cash · Corporate0.76%12.49%−15.4%−17.7%[…][…]−19.4%16.9%$2M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · PCR 2025

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

PCR

Simplify VettaFi Private Credit Strategy ETF · $2M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasurePCR

+31.4%Year to dateJan 1 → Nov 6−15.4%

+37.0%1 yearTotal return−17.7%

+20.0%3 years · per year$10,000 became $17,266 · […][…]

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $76 a year on $10k · lower is better0.76%

3.00%Trailing 12-mo yield$300 · $1,249 a year on $10k12.49%

−6.9%Worst dropSmaller is better−19.4%

11.7%VolatilityLower is calmer16.9%

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

5–1SCHD 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 PCR: Top 5 Holdings

Today

SCHD

21.4%in top 5

PCR

in top 5[…]

SCHDStockPCR

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

Held in common[…]

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

SCHD vs PCR Returns, Every Period

SchwabSCHD

+37.0%

past year

PCRSimplify

−17.7%

past year

SCHDPCRFaded: behind in that period

2–0SCHD wins

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

Income vs Bonds: SCHD vs PCR

YTD

SchwabSCHD

+31.4%

PCRSimplify

−15.4%

+31.4%Year to date−15.4%

−6.9%Worst drop · 1Y−19.4%

11.7%Volatility · 1Y16.9%

3.0%Yield12.5%

$120BAssets$2.2M

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, PCR

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PCR0.76%$76

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

Yields: SCHD, PCR

12.49%highest, PCR

FundTrailing yieldYield$10k

PCR12.49%$1,249

SCHD3.00%$300

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

Income After Fees on $10,000

$1,173most kept, PCR

PCR$1,249 − $76 = $1,173

SCHD$300 − $6 = $294

KeptFee

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

Overlap: SCHD, PCR

Today

[…]holdings […]

SCHDPCR

SCHD—[…]

PCR[…]—

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

PCRWorst drop−19.4%16.9% vol

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

Paid More vs Made More

YTD

PCRSCHD

−15.4%Year to date+31.4%

12.5%Yield3.0%

−17.7%Past year+37.0%

0.76%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