Compare · 2 funds side by side · dividends reinvested

SCHD and PLTY

SCHDSchwab×PLTYYieldMax×

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 PLTY, 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%$123B1.1

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%86.23%−9.2%−16.4%[…][…]−38.0%51.4%$339M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCHD 2011 · PLTY 2024

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,375

SCHD

PLTY

YieldMax PLTR Option Income Strategy ETF · $339M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasurePLTY

+32.3%Year to dateJan 1 → Nov 5−9.2%

+38.7%1 yearTotal return−16.4%

+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 · $107 a year on $10k · lower is better1.07%

2.98%Trailing 12-mo yield$298 · $8,623 a year on $10k86.23%

−6.9%Worst dropSmaller is better−38.0%

11.7%VolatilityLower is calmer51.4%

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

5–1SCHD 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 PLTY: Top 5 Holdings

Today

SCHD

21.7%in top 5

PLTY

in top 5[…]

SCHDStockPLTY

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 PLTY Returns, Every Period

SchwabSCHD

+38.7%

past year

PLTYYieldMax

−16.4%

past year

SCHDPLTYFaded: behind in that period

2–0SCHD wins

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

SCHD vs PLTY

YTD

SchwabSCHD

+32.3%

PLTYYieldMax

−9.2%

+32.3%Year to date−9.2%

−6.9%Worst drop · 1Y−38.0%

11.7%Volatility · 1Y51.4%

3.0%Yield86.2%

$123BAssets$339M

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, PLTY

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PLTY1.07%$107

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

Yields: SCHD, PLTY

86.23%highest, PLTY

FundTrailing yieldYield$10k

PLTY86.23%$8,623

SCHD2.98%$298

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

Income After Fees on $10,000

$8,516most kept, PLTY

PLTY$8,623 − $107 = $8,516

SCHD$298 − $6 = $292

KeptFee

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

Overlap: SCHD, PLTY

Today

[…]holdings […]

SCHDPLTY

SCHD—[…]

PLTY[…]—

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

SCHDWorst drop−6.9%11.7% vol

PLTYWorst drop−38.0%51.4% vol

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

Paid More vs Made More

YTD

PLTYSCHD

−9.2%Year to date+32.3%

86.2%Yield3.0%

−16.4%Past year+38.7%

1.07%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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026