Compare · 2 funds side by side · dividends reinvested

SHRY and SCHD

SHRYFirst Trust×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

SHRY and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.0

First Trust Bloomberg Shareholder Yield ETFUnsorted0.60%1.50%+19.3%+22.5%+20.7%+10.0%−7.6%13.1%$17M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SHRY 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Bloomberg Shareholder Yield ETF · $17M$16,137

SHRY

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 26.0% in common

SHRYMeasureSCHD

+19.3%Year to dateJan 1 → Nov 4+35.3%

+22.5%1 yearTotal return+41.6%

+20.7%3 years · per year$10,000 became $17,576 · $17,908+21.4%

+10.0%5 years · per year$10,000 became $16,137 · $16,881+11.0%

0.60%Expense ratio$60 · $6 a year on $10k · lower is better0.06%

1.50%Trailing 12-mo yield$150 · $291 a year on $10k2.91%

−7.6%Worst dropSmaller is better−6.9%

13.1%VolatilityLower is calmer11.5%

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

0–8SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHRY vs SCHD: Top 5 Holdings

Today

SHRY

19.4%in top 5

SCHD

in top 521.6%

SHRYStockSCHD

5.0%PYPLnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

4.2%HIGnot top 5

not top 5CVX4.2%

not top 5COP4.1%

3.5%PAYXnot top 5

3.4%METnot top 5

3.3%UPSnot top 5

Held in common26.0%

End-of-day Nov 4, 2026 · share of each fund

SHRY vs SCHD Returns, Every Period

First TrustSHRY

+10.0%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

SHRYSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: SHRY vs SCHD

YTD

First TrustSHRY

+19.3%

SCHDSchwab

+35.3%

+19.3%Year to date+35.3%

−7.6%Worst drop · 1Y−6.9%

13.1%Volatility · 1Y11.5%

1.5%Yield2.9%

$17.0MAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHRY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SHRY0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SHRY, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SHRY1.50%$150

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SHRY$150 − $60 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SHRY, SCHD

Today

26.0%most shared, SHRY and SCHD

SHRYSCHD

SHRY—26.0%

SCHD26.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

SHRYWorst drop−7.6%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSHRY

+35.3%Year to date+19.3%

2.9%Yield1.5%

+41.6%Past year+22.5%

0.06%Fee0.60%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026