Compare · 2 funds side by side · dividends reinvested

SCHD and SLTY

SCHDSchwab×SLTYYieldMax×

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 SLTY, 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

YieldMax Ultra Short Option Income Strategy ETFLeveraged · Bear1.35%91.83%−8.0%−8.7%[…][…]−16.6%15.6%$17M1.8

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 · SLTY 2025

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

SLTY

YieldMax Ultra Short Option Income Strategy ETF · $17M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureSLTY

+31.4%Year to dateJan 1 → Nov 6−8.0%

+37.0%1 yearTotal return−8.7%

+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 · $135 a year on $10k · lower is better1.35%

3.00%Trailing 12-mo yield$300 · $9,183 a year on $10k91.83%

−6.9%Worst dropSmaller is better−16.6%

11.7%VolatilityLower is calmer15.6%

SCHDSLTY 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 SLTY: Top 5 Holdings

Today

SCHD

21.4%in top 5

SLTY

in top 5-10.4%

SCHDStockSLTY

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 5TMUS-1.8%

not top 5HPE-2.0%

not top 5RKLB-2.1%

not top 5TGT-2.2%

not top 5QQQ-2.3%

Held in common[…]

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

SCHD vs SLTY Returns, Every Period

SchwabSCHD

+37.0%

past year

SLTYYieldMax

−8.7%

past year

SCHDSLTYFaded: behind in that period

2–0SCHD wins

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

Income vs Leveraged: SCHD vs SLTY

YTD

SchwabSCHD

+31.4%

SLTYYieldMax

−8.0%

+31.4%Year to date−8.0%

−6.9%Worst drop · 1Y−16.6%

11.7%Volatility · 1Y15.6%

3.0%Yield91.8%

$120BAssets$16.8M

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, SLTY

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SLTY1.35%$135

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

Yields: SCHD, SLTY

91.83%highest, SLTY

FundTrailing yieldYield$10k

SLTY91.83%$9,183

SCHD3.00%$300

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

Income After Fees on $10,000

$9,048most kept, SLTY

SLTY$9,183 − $135 = $9,048

SCHD$300 − $6 = $294

KeptFee

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

Overlap: SCHD, SLTY

Today

[…]holdings […]

SCHDSLTY

SCHD—[…]

SLTY[…]—

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

SLTYWorst drop−16.6%15.6% vol

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

Paid More vs Made More

YTD

SLTYSCHD

−8.0%Year to date+31.4%

91.8%Yield3.0%

−8.7%Past year+37.0%

1.35%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