Compare · 2 funds side by side · dividends reinvested

SCHD and SPYA

SCHDSchwab×SPYATwin Oak×

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 SPYA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.0

Torray Equity Income Fund - Twin Oak Endure ETFIncome · Dividend stocks0.54%0.34%+8.8%+8.2%[…][…]−9.5%12.3%$132M2.0

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 · SPYA 2025

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

SPYA

Torray Equity Income Fund - Twin Oak Endure ETF · $132M[…]

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

SCHDMeasureSPYA

+35.3%Year to dateJan 1 → Nov 5+8.8%

+41.6%1 yearTotal return+8.2%

+21.4%3 years · per year$10,000 became $17,908 · […][…]

+11.0%5 years · per year$10,000 became $16,881 · […][…]

0.06%Expense ratio$6 · $54 a year on $10k · lower is better0.54%

2.91%Trailing 12-mo yield$291 · $34 a year on $10k0.34%

−6.9%Worst dropSmaller is better−9.5%

11.5%VolatilityLower is calmer12.3%

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

6–0SCHD 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 SPYA: Top 5 Holdings

Today

SCHD

21.7%in top 5

SPYA

in top 590.5%

SCHDStockSPYA

not top 5VOO37.3%

not top 5TOAK33.9%

not top 5SPY19.2%

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 SPYA Returns, Every Period

SchwabSCHD

+41.6%

past year

SPYATwin Oak

+8.2%

past year

SCHDSPYAFaded: behind in that period

2–0SCHD wins

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

SCHD vs SPYA

YTD

SchwabSCHD

+35.3%

SPYATwin Oak

+8.8%

+35.3%Year to date+8.8%

−6.9%Worst drop · 1Y−9.5%

11.5%Volatility · 1Y12.3%

2.9%Yield0.3%

$123BAssets$132M

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, SPYA

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SPYA0.54%$54

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

Yields: SCHD, SPYA

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SPYA0.34%$34

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SPYA$34 − $54 = −$20

KeptFee

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

Overlap: SCHD, SPYA

Today

0.0%most shared, SCHD and SPYA

SCHDSPYA

SCHD—0.0%

SPYA0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

SPYAWorst drop−9.5%12.3% vol

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

Paid More vs Made More

YTD

SCHDSPYA

+35.3%Year to date+8.8%

2.9%Yield0.3%

+41.6%Past year+8.2%

0.06%Fee0.54%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026