Compare · 2 funds side by side · dividends reinvested

SCHD and SWAN

SCHDSchwab×SWANAmplify×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

SCHD and SWAN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

Amplify BlackSwan Growth & Treasury Core ETFBonds & Cash · Treasuries0.49%3.46%+0.7%+1.0%+14.1%+1.3%−7.0%11.1%$150M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · SWAN 2018

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

SWAN

Amplify BlackSwan Growth & Treasury Core ETF · $150M$10,678

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

SCHDMeasureSWAN

+31.4%Year to dateJan 1 → Nov 6+0.7%

+37.0%1 yearTotal return+1.0%

+20.0%3 years · per year$10,000 became $17,266 · $14,848+14.1%

+10.2%5 years · per year$10,000 became $16,267 · $10,678+1.3%

0.06%Expense ratio$6 · $49 a year on $10k · lower is better0.49%

3.00%Trailing 12-mo yield$300 · $346 a year on $10k3.46%

−6.9%Worst dropSmaller is better−7.0%

11.7%VolatilityLower is calmer11.1%

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

6–2SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs SWAN: Top 5 Holdings

Today

SCHD

21.4%in top 5

SWAN

in top 544.7%

SCHDStockSWAN

not top 591282CDJ9.0%

not top 591282CPJ8.9%

not top 591282CQQ8.9%

not top 591282CEP8.9%

not top 591282CHC8.9%

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SCHD vs SWAN Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

SWANAmplify

+1.3%

5 years, per year

SCHDSWANFaded: behind in that period

4–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs SWAN

YTD

SchwabSCHD

+31.4%

SWANAmplify

+0.7%

+31.4%Year to date+0.7%

−6.9%Worst drop · 1Y−7.0%

11.7%Volatility · 1Y11.1%

3.0%Yield3.5%

$120BAssets$150M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, SWAN

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SWAN0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHD, SWAN

3.46%highest, SWAN

FundTrailing yieldYield$10k

SWAN3.46%$346

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$297most kept, SWAN

SWAN$346 − $49 = $297

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHD, SWAN

Today

0.0%most shared, SCHD and SWAN

SCHDSWAN

SCHD—0.0%

SWAN0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SWANWorst drop−7.0%11.1% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SWANSCHD

+0.7%Year to date+31.4%

3.5%Yield3.0%

+1.0%Past year+37.0%

0.49%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026