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$16,375SCHD · 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%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.1

YieldMax Ultra Short Option Income Strategy ETFLeveraged · Bear1.35%92.42%−8.6%−8.6%[…][…]−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 5, 2026 · returns include dividends · since: SCHD 2011 · SLTY 2025

Head to Head

Swap sides Versus in desk

Head to Head

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

SLTY

SCHD

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

$10,000 five years ago, dividends reinvested

SLTYMeasureSCHD

−8.6%Year to dateJan 1 → Nov 5+32.3%

−8.6%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

92.42%Trailing 12-mo yield$9,242 · $298 a year on $10k2.98%

−16.6%Worst dropSmaller is better−6.9%

15.6%VolatilityLower is calmer11.7%

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

1–5SCHD wins

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

More Ways to See the Pairs

SLTY vs SCHD: Top 5 Holdings

Today

SLTY

-11.4%in top 5

SCHD

in top 521.7%

SLTYStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

-1.8%TMUSnot top 5

-2.3%TGTnot top 5

-2.3%HPEnot top 5

-2.4%RKLBnot top 5

-2.5%QQQnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SLTY vs SCHD Returns, Every Period

YieldMaxSLTY

−8.6%

past year

SCHDSchwab

+38.7%

past year

SLTYSCHDFaded: behind in that period

0–2SCHD wins

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

Leveraged vs Income: SLTY vs SCHD

YTD

YieldMaxSLTY

−8.6%

SCHDSchwab

+32.3%

−8.6%Year to date+32.3%

−16.6%Worst drop · 1Y−6.9%

15.6%Volatility · 1Y11.7%

92.4%Yield3.0%

$16.9MAssets$123B

3–1SCHD wins

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

Yields: SCHD, SLTY

92.42%highest, SLTY

FundTrailing yieldYield$10k

SLTY92.42%$9,242

SCHD2.98%$298

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

Income After Fees on $10,000

$9,107most kept, SLTY

SLTY$9,242 − $135 = $9,107

SCHD$298 − $6 = $292

KeptFee

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

Overlap: SCHD, SLTY

Today

[…]holdings […]

SCHDSLTY

SCHD—[…]

SLTY[…]—

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

SLTYWorst drop−16.6%15.6% vol

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

Paid More vs Made More

YTD

SLTYSCHD

−8.6%Year to date+32.3%

92.4%Yield3.0%

−8.6%Past year+38.7%

1.35%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