Compare · 2 funds side by side · dividends reinvested

SCHM and DIVY

SCHMSchwab×DIVYSound Income×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,164DIVY · best of the two

02 / 04

SCHM and DIVY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Sound Equity Dividend Income ETFIncome · Dividend stocks0.45%2.73%+25.7%+31.2%+15.6%+10.1%−9.0%13.7%$28M1.3

Schwab U.S. Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.25%+19.3%+22.2%+20.6%+7.6%−9.3%16.4%$15.1B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: SCHM 2011 · DIVY 2020

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Mid-Cap ETF · $15.1B$14,420

SCHM

DIVY

Sound Equity Dividend Income ETF · $28M$16,164

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

SCHMMeasureDIVY

+19.3%Year to dateJan 1 → Nov 4+25.7%

+22.2%1 yearTotal return+31.2%

+20.6%3 years · per year$10,000 became $17,546 · $15,446+15.6%

+7.6%5 years · per year$10,000 became $14,420 · $16,164+10.1%

0.03%Expense ratio$3 · $45 a year on $10k · lower is better0.45%

1.25%Trailing 12-mo yield$125 · $273 a year on $10k2.73%

−9.3%Worst dropSmaller is better−9.0%

16.4%VolatilityLower is calmer13.7%

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

2–6DIVY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHM vs DIVY: Top 5 Holdings

Today

SCHM

2.6%in top 5

DIVY

in top 524.6%

SCHMStockDIVY

not top 5PRGO5.8%

0.5%OMC5.5%

not top 5CRBG4.8%

not top 5ES4.3%

not top 5UPS4.2%

0.6%OKTAnot top 5

0.5%UTHRnot top 5

0.5%GHnot top 5

0.5%ENTGnot top 5

Held in common2.7%

End-of-day Nov 4, 2026 · share of each fund

SCHM vs DIVY Returns, Every Period

SchwabSCHM

+7.6%

5 years, per year

DIVYSound Income

+10.1%

5 years, per year

SCHMDIVYFaded: behind in that period

1–3DIVY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SCHM vs DIVY

YTD

SchwabSCHM

+19.3%

DIVYSound Income

+25.7%

+19.3%Year to date+25.7%

−9.3%Worst drop · 1Y−9.0%

16.4%Volatility · 1Y13.7%

1.3%Yield2.7%

$15.1BAssets$28.4M

4–0DIVY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHM, DIVY

Today

0.03%lowest, SCHM

FundExpense ratioFee$10k

SCHM0.03%$3

DIVY0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCHM, DIVY

2.73%highest, DIVY

FundTrailing yieldYield$10k

DIVY2.73%$273

SCHM1.25%$125

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$228most kept, DIVY

DIVY$273 − $45 = $228

SCHM$125 − $3 = $122

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCHM, DIVY

Today

2.7%most shared, SCHM and DIVY

SCHMDIVY

SCHM—2.7%

DIVY2.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+31.2%DIVY, at 13.7% volatility

DIVYWorst drop−9.0%13.7% vol

SCHMWorst drop−9.3%16.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DIVYSCHM

+25.7%Year to date+19.3%

2.7%Yield1.3%

+31.2%Past year+22.2%

0.45%Fee0.03%

3–1DIVY wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026