Compare · 2 funds side by side · dividends reinvested

SCHD and SHRT

SCHDSchwab×SHRTGotham×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 04

SCHD and SHRT, 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%$120B1.0

Gotham Short Strategies ETFLeveraged · Bear1.35%0.07%−8.0%−4.6%[…][…]−19.6%14.5%$13M2.0

Rank among the two1st → 2ndFee, 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 · SHRT 2008

Head to Head

Swap sides Versus in desk

Head to Head

Gotham Short Strategies ETF · $13M[…]

SHRT

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

SHRTMeasureSCHD

−8.0%Year to dateJan 1 → Nov 9+33.2%

−4.6%1 yearTotal return+39.1%

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

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

1.35%Expense ratio$135 · $6 a year on $10k · lower is better0.06%

0.07%Trailing 12-mo yield$7 · $296 a year on $10k2.96%

−19.6%Worst dropSmaller is better−6.9%

14.5%VolatilityLower is calmer11.8%

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

0–6SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHRT vs SCHD: Top 5 Holdings

Today

SHRT

3.3%in top 5

SCHD

in top 521.4%

SHRTStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

0.7%XOMnot top 5

0.7%HONnot top 5

0.7%DDnot top 5

0.6%PTGXnot top 5

0.6%JAZZnot top 5

Held in common2.3%

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

SHRT vs SCHD Returns, Every Period

GothamSHRT

−4.6%

past year

SCHDSchwab

+39.1%

past year

SHRTSCHDFaded: behind in that period

0–2SCHD wins

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

Leveraged vs Income: SHRT vs SCHD

YTD

GothamSHRT

−8.0%

SCHDSchwab

+33.2%

−8.0%Year to date+33.2%

−19.6%Worst drop · 1Y−6.9%

14.5%Volatility · 1Y11.8%

0.1%Yield3.0%

$13.2MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, SHRT

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SHRT1.35%$135

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

Yields: SCHD, SHRT

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

SHRT0.07%$7

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SHRT$7 − $135 = −$128

KeptFee

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

Overlap: SCHD, SHRT

Today

2.3%most shared, SCHD and SHRT

SCHDSHRT

SCHD—2.3%

SHRT2.3%—

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

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SHRTWorst drop−19.6%14.5% vol

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

Paid More vs Made More

YTD

SCHDSHRT

+33.2%Year to date−8.0%

3.0%Yield0.1%

+39.1%Past year−4.6%

0.06%Fee1.35%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026