Compare · 2 funds side by side · dividends reinvested

SHLD and SCHD

SHLDGlobal X×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

SHLD 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

Global X - Defense Tech ETFThematic · Defense & space0.50%0.73%−9.9%−11.6%+31.9%[…]−25.4%25.8%$6.3B1.9

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: SHLD 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Defense Tech ETF · $6.3B[…]

SHLD

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

SHLDMeasureSCHD

−9.9%Year to dateJan 1 → Nov 6+31.4%

−11.6%1 yearTotal return+37.0%

+31.9%3 years · per year$10,000 became $22,922 · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

0.73%Trailing 12-mo yield$73 · $300 a year on $10k3.00%

−25.4%Worst dropSmaller is better−6.9%

25.8%VolatilityLower is calmer11.7%

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

1–6SCHD wins

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

More Ways to See the Pairs

SHLD vs SCHD: Top 5 Holdings

Today

SHLD

46.9%in top 5

SCHD

in top 521.4%

SHLDStockSCHD

10.1%PLTRnot top 5

9.6%RTXnot top 5

9.6%LMTnot top 5

9.2%GDnot top 5

8.4%NOCnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common2.8%

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

SHLD vs SCHD Returns, Every Period

Global XSHLD

−11.6%

past year

SCHDSchwab

+37.0%

past year

SHLDSCHDFaded: behind in that period

1–2SCHD wins

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

Thematic vs Income: SHLD vs SCHD

YTD

Global XSHLD

−9.9%

SCHDSchwab

+31.4%

−9.9%Year to date+31.4%

−25.4%Worst drop · 1Y−6.9%

25.8%Volatility · 1Y11.7%

0.7%Yield3.0%

$6.3BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SHLD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SHLD0.50%$50

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

Yields: SHLD, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SHLD0.73%$73

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SHLD$73 − $50 = $23

KeptFee

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

Overlap: SHLD, SCHD

Today

2.8%most shared, SHLD and SCHD

SHLDSCHD

SHLD—2.8%

SCHD2.8%—

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

SHLDWorst drop−25.4%25.8% vol

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

Paid More vs Made More

YTD

SCHDSHLD

+31.4%Year to date−9.9%

3.0%Yield0.7%

+37.0%Past year−11.6%

0.06%Fee0.50%

4–0SCHD 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026