Compare · 2 funds side by side · dividends reinvested

SCHK and SCHD

SCHKSchwab×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,579SCHK · best of the two

02 / 04

SCHK and SCHD, 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%$120B1.4

Schwab 1000 Index ETFUnsorted0.03%1.08%+8.6%+9.6%+21.7%+10.6%−8.9%13.8%$5.5B1.6

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: SCHK 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab 1000 Index ETF · $5.5B$16,579

SCHK

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

SCHKMeasureSCHD

+8.6%Year to dateJan 1 → Nov 6+31.4%

+9.6%1 yearTotal return+37.0%

+21.7%3 years · per year$10,000 became $18,035 · $17,266+20.0%

+10.6%5 years · per year$10,000 became $16,579 · $16,267+10.2%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.08%Trailing 12-mo yield$108 · $300 a year on $10k3.00%

−8.9%Worst dropSmaller is better−6.9%

13.8%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

SCHK vs SCHD: Top 5 Holdings

Today

SCHK

25.6%in top 5

SCHD

in top 521.4%

SCHKStockSCHD

7.3%AAPLnot top 5

6.4%NVDAnot top 5

5.8%MSFTnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

3.7%AMZNnot top 5

2.4%GOOGLnot top 5

Held in common8.2%

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

SCHK vs SCHD Returns, Every Period

SchwabSCHK

+10.6%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

SCHKSCHDFaded: behind in that period

2–2Level

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

Unsorted vs Income: SCHK vs SCHD

YTD

SchwabSCHK

+8.6%

SCHDSchwab

+31.4%

+8.6%Year to date+31.4%

−8.9%Worst drop · 1Y−6.9%

13.8%Volatility · 1Y11.7%

1.1%Yield3.0%

$5.5BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHK, SCHD

Today

0.03%lowest, SCHK

FundExpense ratioFee$10k

SCHK0.03%$3

SCHD0.06%$6

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

Yields: SCHK, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SCHK1.08%$108

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SCHK$108 − $3 = $105

KeptFee

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

Overlap: SCHK, SCHD

Today

8.2%most shared, SCHK and SCHD

SCHKSCHD

SCHK—8.2%

SCHD8.2%—

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

SCHDWorst drop−6.9%11.7% vol

SCHKWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

SCHDSCHK

+31.4%Year to date+8.6%

3.0%Yield1.1%

+37.0%Past year+9.6%

0.06%Fee0.03%

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