Compare · 3 funds side by side · dividends reinvested

SCHD, SDMF and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,131DGRO · best of the three

02 / 04

SCHD, SDMF and DGRO, 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%$122B1.5

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B1.5

Simplify DBi CTA Managed Futures Index ETFUnsorted0.21%0.77%[…][…][…][…][…][…]$51M3.0

Rank among the three1st → 3rdFee, 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 · SDMF 2026 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$16,459

SCHD

SDMF

Simplify DBi CTA Managed Futures Index ETF · $51M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureSDMF

+33.2%Year to dateJan 1 → Nov 9[…]

+39.1%1 yearTotal return[…]

+19.6%3 years · per year$10,000 became $17,123 · […][…]

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $21 a year on $10k · lower is better0.21%

2.96%Trailing 12-mo yield$296 · $77 a year on $10k0.77%

−6.9%Worst dropSmaller is better[…]

11.8%VolatilityLower is calmer[…]

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

2–0SCHD 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 SDMF: Top 5 Holdings

Today

SCHD

21.4%in top 5

SDMF

in top 5-28.8%

SCHDStockSDMF

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 5SBIL-28.8%

Held in common[…]

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

SCHD vs SDMF Returns, Every Period

SchwabSCHD

+39.1%

past year

SDMFSimplify

[…]

past year

Returns […]

SCHDSDMFFaded: behind in that period

0–0Level

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

SCHD vs DGRO

YTD

SchwabSCHD

+33.2%

DGROiShares

+18.8%

+33.2%Year to date+18.8%

−6.9%Worst drop · 1Y−6.5%

11.8%Volatility · 1Y10.3%

3.0%Yield1.8%

$122BAssets$45.5B

2–2level

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

Cost, Income and Risk

Fees: SCHD, SDMF, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

SDMF0.21%$21

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

Yields: SCHD, SDMF, DGRO

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

DGRO1.84%$184

SDMF0.77%$77

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

DGRO$184 − $8 = $176

SDMF$77 − $21 = $56

KeptFee

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

Overlap: SCHD, SDMF, DGRO

Today

21.3%most shared, SCHD and DGRO

SCHDSDMFDGRO

SCHD—[…]21.3%

SDMF[…]—[…]

DGRO21.3%[…]—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.8% vol

SDMFWorst drop[…][…]

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

Paid More vs Made More

YTD

SCHDDGRO

+33.2%Year to date+18.8%

3.0%Yield1.8%

+39.1%Past year+22.9%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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