Compare · 2 funds side by side · dividends reinvested

SCHD and PMIO

SCHDSchwab×PMIOPGIM×

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 PMIO, 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%$120B1.4

PGIM Municipal Income Opportunities ETFBonds & Cash · Municipal0.25%3.83%+2.0%+2.6%[…][…]−4.9%2.9%$65M1.5

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 · PMIO 2024

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

PMIO

PGIM Municipal Income Opportunities ETF · $65M[…]

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

SCHDMeasurePMIO

+31.4%Year to dateJan 1 → Nov 6+2.0%

+37.0%1 yearTotal return+2.6%

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

3.00%Trailing 12-mo yield$300 · $383 a year on $10k3.83%

−6.9%Worst dropSmaller is better−4.9%

11.7%VolatilityLower is calmer2.9%

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

3–3Level

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 PMIO: Top 5 Holdings

Today

SCHD

21.4%in top 5

PMIO

in top 53.3%

SCHDStockPMIO

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 5MUB3.3%

Held in common0.0%

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

SCHD vs PMIO Returns, Every Period

SchwabSCHD

+37.0%

past year

PMIOPGIM

+2.6%

past year

SCHDPMIOFaded: 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 PMIO

YTD

SchwabSCHD

+31.4%

PMIOPGIM

+2.0%

+31.4%Year to date+2.0%

−6.9%Worst drop · 1Y−4.9%

11.7%Volatility · 1Y2.9%

3.0%Yield3.8%

$120BAssets$65.4M

3–1PMIO wins

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

Cost, Income and Risk

Fees: SCHD, PMIO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PMIO0.25%$25

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

Yields: SCHD, PMIO

3.83%highest, PMIO

FundTrailing yieldYield$10k

PMIO3.83%$383

SCHD3.00%$300

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

Income After Fees on $10,000

$358most kept, PMIO

PMIO$383 − $25 = $358

SCHD$300 − $6 = $294

KeptFee

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

Overlap: SCHD, PMIO

Today

0.0%most shared, SCHD and PMIO

SCHDPMIO

SCHD—0.0%

PMIO0.0%—

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

PMIOWorst drop−4.9%2.9% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

PMIOSCHD

+2.0%Year to date+31.4%

3.8%Yield3.0%

+2.6%Past year+37.0%

0.25%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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026