Compare · 3 funds side by side · dividends reinvested

SCHD, SRTY and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,254VYM · best of the three

02 / 04

SCHD, SRTY and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

ProShares - UltraPro Short Russell2000Leveraged · 3x1.10%6.17%−39.0%−44.4%−48.5%−28.4%−60.9%56.3%$76M2.8

Rank among the three1st → 3rdFee, 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 · SRTY 2010 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

SRTY

ProShares - UltraPro Short Russell2000 · $76M$1,888

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

SCHDMeasureSRTY

+33.2%Year to dateJan 1 → Nov 9−39.0%

+39.1%1 yearTotal return−44.4%

+19.6%3 years · per year$10,000 became $17,123 · $1,369−48.5%

+10.5%5 years · per year$10,000 became $16,459 · $1,888−28.4%

0.06%Expense ratio$6 · $110 a year on $10k · lower is better1.10%

2.96%Trailing 12-mo yield$296 · $617 a year on $10k6.17%

−6.9%Worst dropSmaller is better−60.9%

11.8%VolatilityLower is calmer56.3%

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

7–1SCHD wins

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

More Ways to See the Pairs

SCHD vs SRTY: Top 5 Holdings

Today

SCHD

21.4%in top 5

SRTY

in top 560.7%

SCHDStockSRTY

not top 5IQMM60.7%

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Held in common0.0%

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

SCHD vs SRTY Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

SRTYProShares

−28.4%

5 years, per year

SCHDSRTYFaded: behind in that period

4–0SCHD wins

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

Income vs Leveraged: SCHD vs SRTY

YTD

SchwabSCHD

+33.2%

SRTYProShares

−39.0%

+33.2%Year to date−39.0%

−6.9%Worst drop · 1Y−60.9%

11.8%Volatility · 1Y56.3%

3.0%Yield6.2%

$120BAssets$76.0M

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, SRTY, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

SRTY1.10%$110

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

Yields: SCHD, SRTY, VYM

6.17%highest, SRTY

FundTrailing yieldYield$10k

SRTY6.17%$617

SCHD2.96%$296

VYM2.26%$226

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

Income After Fees on $10,000

$507most kept, SRTY

SRTY$617 − $110 = $507

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

KeptFee

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

Overlap: SCHD, SRTY, VYM

Today

21.9%most shared, SCHD and VYM

SCHDSRTYVYM

SCHD—0.0%21.9%

SRTY0.0%—0.0%

VYM21.9%0.0%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

SRTYWorst drop−60.9%56.3% vol

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

Paid More vs Made More

YTD

SRTYSCHD

−39.0%Year to date+33.2%

6.2%Yield3.0%

−44.4%Past year+39.1%

1.10%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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