Compare · 3 funds side by side · dividends reinvested

SDTY, SCHD and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,002VYM · best of the three

02 / 04

SDTY, SCHD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.6

YieldMax S&P 500 0DTE Covered Call Strategy ETFIncome · Covered calls1.08%29.84%+7.9%+10.5%[…][…]−8.0%12.6%$41M2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: SDTY 2025 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $41M[…]

SDTY

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested

SDTYMeasureSCHD

+7.9%Year to dateJan 1 → Nov 5+32.3%

+10.5%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

1.08%Expense ratio$108 · $6 a year on $10k · lower is better0.06%

29.84%Trailing 12-mo yield$2,984 · $298 a year on $10k2.98%

−8.0%Worst dropSmaller is better−6.9%

12.6%VolatilityLower is calmer11.7%

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

1–5SCHD wins

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

More Ways to See the Pairs

SDTY vs SCHD: Top 5 Holdings

Today

SDTY

[…]in top 5

SCHD

in top 521.7%

SDTYStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SDTY vs SCHD Returns, Every Period

YieldMaxSDTY

+10.5%

past year

SCHDSchwab

+38.7%

past year

SDTYSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SDTY vs SCHD

YTD

YieldMaxSDTY

+7.9%

SCHDSchwab

+32.3%

+7.9%Year to date+32.3%

−8.0%Worst drop · 1Y−6.9%

12.6%Volatility · 1Y11.7%

29.8%Yield3.0%

$40.5MAssets$123B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDTY, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

SDTY1.08%$108

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SDTY, SCHD, VYM

29.84%highest, SDTY

FundTrailing yieldYield$10k

SDTY29.84%$2,984

SCHD2.98%$298

VYM2.30%$230

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,876most kept, SDTY

SDTY$2,984 − $108 = $2,876

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SDTY, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

SDTYSCHDVYM

SDTY—[…][…]

SCHD[…]—21.9%

VYM[…]21.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

SDTYWorst drop−8.0%12.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SDTYSCHD

+7.9%Year to date+32.3%

29.8%Yield3.0%

+10.5%Past year+38.7%

1.08%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026