Compare · 3 funds side by side · dividends reinvested

SDIV, SCHD and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

SDIV, SCHD and SPY, 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

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B2.0

Global X - SuperDividend ETFIncome · Dividend stocks0.58%10.07%−0.7%+3.3%+14.1%−0.6%−11.2%13.4%$1.1B2.6

Rank among the three1st → 3rdFee, 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: SDIV 2011 · SCHD 2011 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Global X - SuperDividend ETF · $1.1B$9,685

SDIV

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

SDIVMeasureSCHD

−0.7%Year to dateJan 1 → Nov 6+31.4%

+3.3%1 yearTotal return+37.0%

+14.1%3 years · per year$10,000 became $14,839 · $17,266+20.0%

−0.6%5 years · per year$10,000 became $9,685 · $16,267+10.2%

0.58%Expense ratio$58 · $6 a year on $10k · lower is better0.06%

10.07%Trailing 12-mo yield$1,007 · $300 a year on $10k3.00%

−11.2%Worst dropSmaller is better−6.9%

13.4%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

SDIV vs SCHD: Top 5 Holdings

Today

SDIV

9.0%in top 5

SCHD

in top 521.4%

SDIVStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

2.0%TFG-R.BKnot top 5

1.9%RHInot top 5

1.8%HAUTO.OLnot top 5

1.7%VAR.OLnot top 5

1.7%VCT.Lnot top 5

Held in common0.2%

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

SDIV vs SCHD Returns, Every Period

Global XSDIV

−0.6%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

SDIVSCHDFaded: behind in that period

0–4SCHD wins

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

SDIV vs SCHD

YTD

Global XSDIV

−0.7%

SCHDSchwab

+31.4%

−0.7%Year to date+31.4%

−11.2%Worst drop · 1Y−6.9%

13.4%Volatility · 1Y11.7%

10.1%Yield3.0%

$1.1BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SDIV, SCHD, SPY

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SPY0.09%$9

SDIV0.58%$58

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

Yields: SDIV, SCHD, SPY

10.07%highest, SDIV

FundTrailing yieldYield$10k

SDIV10.07%$1,007

SCHD3.00%$300

SPY1.03%$103

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

Income After Fees on $10,000

$949most kept, SDIV

SDIV$1,007 − $58 = $949

SCHD$300 − $6 = $294

SPY$103 − $9 = $94

KeptFee

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

Overlap: SDIV, SCHD, SPY

Today

8.7%most shared, SCHD and SPY

SDIVSCHDSPY

SDIV—0.2%0.0%

SCHD0.2%—8.7%

SPY0.0%8.7%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SDIVWorst drop−11.2%13.4% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SDIVSCHD

−0.7%Year to date+31.4%

10.1%Yield3.0%

+3.3%Past year+37.0%

0.58%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026