Compare · 2 funds side by side · dividends reinvested

SDFI and SCHD

SDFIAlliance Bernstein×SCHDSchwab×

Versus in desk

02 / 04

IWD−0.4%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,429SCHD · best of the two

Story of the two · IncomeMost incomeSDFI · 4.60% · $460 a year on $10k

Story of the two · RiskSmallest drop

SDFI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.4

Alliance Bernstein - AB Short Duration Income ETFBonds & Cash · Short-term0.30%4.60%+0.9%+1.5%[…][…]−1.6%2.0%$191M1.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: SDFI 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,429

SCHD

SDFI

Alliance Bernstein - AB Short Duration Income ETF · $191M[…]

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

SCHDMeasureSDFI

+34.2%

More Ways to See the Pairs

SCHD vs SDFI: Top 5 Holdings

Today

SCHD

21.7%in top 5

SDFI

in top 50.0%

SCHDStockSDFI

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: SDFI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SDFI0.30%$30

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SDFI, SCHD

1Y

4.60%highest, SDFI

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+0.9%

+36.8%1 yearTotal return+1.5%

+19.9%3 years · per year$10,000 became $17,257 · […][…]

+10.4%5 years · per year$10,000 became $16,429 · […][…]

0.06%Expense ratio$6 · $30 a year on $10k · lower is better0.30%

2.93%Trailing 12-mo yield$293 · $460 a year on $10k4.60%

−6.9%Worst dropSmaller is better−1.6%

11.7%VolatilityLower is calmer2.0%

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

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NFEGP0.0%

not top 5NFE0.0%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

SCHD vs SDFI Returns, Every Period

1Y

SchwabSCHD

+36.8%

past year

SDFIAlliance Bernstein

+1.5%

past year

SCHDSDFIFaded: behind in that period

2–0SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs SDFI

YTD

SchwabSCHD

+34.2%

SDFIAlliance Bernstein

+0.9%

+34.2%Year to date+0.9%

−6.9%Worst drop · 1Y−1.6%

11.7%Volatility · 1Y2.0%

2.9%Yield4.6%

$123BAssets$191M

3–1SDFI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

SDFI4.60%$460

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$430most kept, SDFI

SDFI$460 − $30 = $430

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SDFI, SCHD

Today

0.0%most shared, SDFI and SCHD

SDFISCHD

SDFI—0.0%

SCHD0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SDFIWorst drop−1.6%2.0% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SDFISCHD

+0.9%Year to date+34.2%

4.6%Yield2.9%

+1.5%Past year+36.8%

0.30%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

Loading…

SDFI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two