Compare · 2 funds side by side · dividends reinvested

SCHD and SRTY

SCHDSchwab×SRTYProShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 04

SCHD and SRTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.1

ProShares - UltraPro Short Russell2000Leveraged · 3x1.10%6.17%−39.0%−44.4%−48.5%−28.4%−60.9%56.3%$76M1.9

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

SRTY

SCHD

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

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

SRTYMeasureSCHD

−39.0%Year to dateJan 1 → Nov 9+33.2%

−44.4%1 yearTotal return+39.1%

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

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

1.10%Expense ratio$110 · $6 a year on $10k · lower is better0.06%

6.17%Trailing 12-mo yield$617 · $296 a year on $10k2.96%

−60.9%Worst dropSmaller is better−6.9%

56.3%VolatilityLower is calmer11.8%

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

1–7SCHD wins

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

More Ways to See the Pairs

SRTY vs SCHD: Top 5 Holdings

Today

SRTY

60.7%in top 5

SCHD

in top 521.4%

SRTYStockSCHD

60.7%IQMMnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

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

SRTY vs SCHD Returns, Every Period

ProSharesSRTY

−28.4%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

SRTYSCHDFaded: behind in that period

0–4SCHD wins

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

Leveraged vs Income: SRTY vs SCHD

YTD

ProSharesSRTY

−39.0%

SCHDSchwab

+33.2%

−39.0%Year to date+33.2%

−60.9%Worst drop · 1Y−6.9%

56.3%Volatility · 1Y11.8%

6.2%Yield3.0%

$76.0MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, SRTY

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SRTY1.10%$110

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

Yields: SCHD, SRTY

6.17%highest, SRTY

FundTrailing yieldYield$10k

SRTY6.17%$617

SCHD2.96%$296

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

KeptFee

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

Overlap: SCHD, SRTY

Today

0.0%most shared, SCHD and SRTY

SCHDSRTY

SCHD—0.0%

SRTY0.0%—

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

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

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 Two

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