Compare · 3 funds side by side · dividends reinvested

SDP, VYM and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,254VYM · best of the three

02 / 04

SDP, VYM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.5

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

ProShares - UltraShort UtilitiesLeveraged · 2x3.02%3.92%−7.2%−1.0%−22.4%−14.8%−22.8%31.7%$2M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SDP 2007 · VYM 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - UltraShort Utilities · $2M$4,491

SDP

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,254

$10,000 five years ago, dividends reinvested

SDPMeasureVYM

−7.2%Year to dateJan 1 → Nov 9+15.4%

−1.0%1 yearTotal return+19.5%

−22.4%3 years · per year$10,000 became $4,678 · $17,150+19.7%

−14.8%5 years · per year$10,000 became $4,491 · $17,254+11.5%

3.02%Expense ratio$302 · $4 a year on $10k · lower is better0.04%

3.92%Trailing 12-mo yield$392 · $226 a year on $10k2.26%

−22.8%Worst dropSmaller is better−6.7%

31.7%VolatilityLower is calmer10.8%

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

1–7VYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDP vs VYM: Top 5 Holdings

Today

SDP

[…]in top 5

VYM

in top 518.2%

SDPStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

SDP vs VYM Returns, Every Period

ProSharesSDP

−14.8%

5 years, per year

VYMVanguard

+11.5%

5 years, per year

SDPVYMFaded: behind in that period

0–4VYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: SDP vs SCHD

YTD

ProSharesSDP

−7.2%

SCHDSchwab

+33.2%

−7.2%Year to date+33.2%

−22.8%Worst drop · 1Y−6.9%

31.7%Volatility · 1Y11.8%

3.9%Yield3.0%

$2.0MAssets$120B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDP, VYM, SCHD

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

SDP3.02%$302

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SDP, VYM, SCHD

3.92%highest, SDP

FundTrailing yieldYield$10k

SDP3.92%$392

SCHD2.96%$296

VYM2.26%$226

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

SDP$392 − $302 = $90

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SDP, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

SDPVYMSCHD

SDP—[…][…]

VYM[…]—21.9%

SCHD[…]21.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

SDPWorst drop−22.8%31.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SDPSCHD

−7.2%Year to date+33.2%

3.9%Yield3.0%

−1.0%Past year+39.1%

3.02%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026