Compare · 2 funds side by side · dividends reinvested

SDP and SCHD

SDPProShares×SCHDSchwab×

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

SDP 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%$120B1.1

ProShares - UltraShort UtilitiesLeveraged · 2x3.02%3.80%−4.2%+3.2%−22.4%−14.4%−22.8%31.6%$2M1.9

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: SDP 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

SDP

ProShares - UltraShort Utilities · $2M$4,602

$10,000 five years ago, dividends reinvested

SCHDMeasureSDP

+31.4%Year to dateJan 1 → Nov 6−4.2%

+37.0%1 yearTotal return+3.2%

+20.0%3 years · per year$10,000 became $17,266 · $4,666−22.4%

+10.2%5 years · per year$10,000 became $16,267 · $4,602−14.4%

0.06%Expense ratio$6 · $302 a year on $10k · lower is better3.02%

3.00%Trailing 12-mo yield$300 · $380 a year on $10k3.80%

−6.9%Worst dropSmaller is better−22.8%

11.7%VolatilityLower is calmer31.6%

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

7–1SCHD 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 SDP: Top 5 Holdings

Today

SCHD

21.4%in top 5

SDP

in top 5[…]

SCHDStockSDP

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 common[…]

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

SCHD vs SDP Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

SDPProShares

−14.4%

5 years, per year

SCHDSDPFaded: behind in that period

4–0SCHD wins

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

Income vs Leveraged: SCHD vs SDP

YTD

SchwabSCHD

+31.4%

SDPProShares

−4.2%

+31.4%Year to date−4.2%

−6.9%Worst drop · 1Y−22.8%

11.7%Volatility · 1Y31.6%

3.0%Yield3.8%

$120BAssets$2.0M

3–1SCHD wins

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

Cost, Income and Risk

Fees: SDP, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SDP3.02%$302

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

Yields: SDP, SCHD

3.80%highest, SDP

FundTrailing yieldYield$10k

SDP3.80%$380

SCHD3.00%$300

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SDP$380 − $302 = $78

KeptFee

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

Overlap: SDP, SCHD

Today

[…]holdings […]

SDPSCHD

SDP—[…]

SCHD[…]—

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

SDPWorst drop−22.8%31.6% vol

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

Paid More vs Made More

YTD

SDPSCHD

−4.2%Year to date+31.4%

3.8%Yield3.0%

+3.2%Past year+37.0%

3.02%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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026