Compare · 2 funds side by side · dividends reinvested

SHRT and SCHD

SHRTGotham×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 04

SHRT and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.0

Gotham Short Strategies ETFLeveraged · Bear1.35%0.07%−8.0%−4.6%[…][…]−19.6%14.5%$13M2.0

Rank among the two1st → 2ndFee, 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: SHRT 2008 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,459

SCHD

SHRT

Gotham Short Strategies ETF · $13M[…]

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

SCHDMeasureSHRT

+33.2%Year to dateJan 1 → Nov 9−8.0%

+39.1%1 yearTotal return−4.6%

+19.6%3 years · per year$10,000 became $17,123 · […][…]

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $135 a year on $10k · lower is better1.35%

2.96%Trailing 12-mo yield$296 · $7 a year on $10k0.07%

−6.9%Worst dropSmaller is better−19.6%

11.8%VolatilityLower is calmer14.5%

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

6–0SCHD wins

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

More Ways to See the Pairs

SCHD vs SHRT: Top 5 Holdings

Today

SCHD

21.4%in top 5

SHRT

in top 53.3%

SCHDStockSHRT

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5XOM0.7%

not top 5HON0.7%

not top 5DD0.7%

not top 5PTGX0.6%

not top 5JAZZ0.6%

Held in common2.3%

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

SCHD vs SHRT Returns, Every Period

SchwabSCHD

+39.1%

past year

SHRTGotham

−4.6%

past year

SCHDSHRTFaded: behind in that period

2–0SCHD wins

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

Income vs Leveraged: SCHD vs SHRT

YTD

SchwabSCHD

+33.2%

SHRTGotham

−8.0%

+33.2%Year to date−8.0%

−6.9%Worst drop · 1Y−19.6%

11.8%Volatility · 1Y14.5%

3.0%Yield0.1%

$120BAssets$13.2M

4–0SCHD wins

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

Cost, Income and Risk

Fees: SHRT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SHRT1.35%$135

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

Yields: SHRT, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

SHRT0.07%$7

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

SHRT$7 − $135 = −$128

KeptFee

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

Overlap: SHRT, SCHD

Today

2.3%most shared, SHRT and SCHD

SHRTSCHD

SHRT—2.3%

SCHD2.3%—

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

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SHRTWorst drop−19.6%14.5% vol

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

Paid More vs Made More

YTD

SCHDSHRT

+33.2%Year to date−8.0%

3.0%Yield0.1%

+39.1%Past year−4.6%

0.06%Fee1.35%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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