Compare · 2 funds side by side · dividends reinvested

SCHD and SPLS

SCHDSchwab×SPLSPIMCO×

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 / 03

SCHD and SPLS, 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%$123B1.0

PIMCO US Stocks PLUS Active Bond ETFUS Stock Styles · Large cap0.38%0.70%[…][…][…][…][…][…]$90M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SCHD 2011 · SPLS 2026

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

SPLS

PIMCO US Stocks PLUS Active Bond ETF · $90M[…]

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

SCHDMeasureSPLS

+32.3%Year to dateJan 1 → Nov 5[…]

+38.7%1 yearTotal return[…]

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

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

0.06%Expense ratio$6 · $38 a year on $10k · lower is better0.38%

2.98%Trailing 12-mo yield$298 · $70 a year on $10k0.70%

−6.9%Worst dropSmaller is better[…]

11.7%VolatilityLower is calmer[…]

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

2–0SCHD wins

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

More Ways to See the Pairs

SCHD vs SPLS: Top 5 Holdings

Today

SCHD

21.7%in top 5

SPLS

in top 597.3%

SCHDStockSPLS

not top 5IVV97.3%

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

Held in common0.0%

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

SCHD vs SPLS Returns, Every Period

SchwabSCHD

+38.7%

past year

SPLSPIMCO

[…]

past year

Returns […]

SCHDSPLSFaded: behind in that period

0–0Level

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

Income vs Stocks: SCHD vs SPLS

YTD

SchwabSCHD

+32.3%

SPLSPIMCO

[…]

+32.3%Year to date[…]

−6.9%Worst drop · 1Y[…]

11.7%Volatility · 1Y[…]

3.0%Yield0.7%

$123BAssets$90.4M

1–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, SPLS

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SPLS0.38%$38

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

Yields: SCHD, SPLS

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

SPLS0.70%$70

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

SPLS$70 − $38 = $32

KeptFee

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

Overlap: SCHD, SPLS

Today

0.0%most shared, SCHD and SPLS

SCHDSPLS

SCHD—0.0%

SPLS0.0%—

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

SPLSWorst drop[…][…]

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

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