Compare · 2 funds side by side · dividends reinvested

SIO and SCHD

SIOTouchstone×SCHDSchwab×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,428SCHD · best of the two

Story of the two · IncomeMost incomeSIO · 7.03% · $703 a year on $10k

Story of the two · RiskSmallest drop

SIO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.4

Touchstone Strategic Income ETFIncome · Dividend stocks0.82%7.03%+0.0%+0.9%+7.0%[…]−3.6%4.0%$306M1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: SIO 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $122B$16,428

SCHD

SIO

Touchstone Strategic Income ETF · $306M[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SCHDMeasureSIO

+33.8%

More Ways to See the Pairs

SCHD vs SIO: Top 5 Holdings

Today

SCHD

21.4%in top 5

SIO

in top 51.3%

SCHDStockSIO

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

Cost, Income and Risk

Fees: SIO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SIO0.82%$82

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

Yields: SIO, SCHD

1Y

7.03%highest, SIO

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+0.0%

+38.8%1 yearTotal return+0.9%

+19.5%3 years · per year$10,000 became $17,062 · $12,256+7.0%

+10.4%5 years · per year$10,000 became $16,428 · […][…]

0.06%Expense ratio$6 · $82 a year on $10k · lower is better0.82%

2.94%Trailing 12-mo yield$294 · $703 a year on $10k7.03%

−6.9%Worst dropSmaller is better−3.6%

11.8%VolatilityLower is calmer4.0%

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

4–3SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5XELLL0.3%

not top 5USB-PR0.3%

not top 5CFG-PE0.3%

not top 5CMSD0.2%

not top 5SOJD0.2%

Held in common0.1%

End-of-day Nov 10, 2026 · share of each fund

SCHD vs SIO Returns, Every Period

1Y

SchwabSCHD

+38.8%

past year

SIOTouchstone

+0.9%

past year

SCHDSIOFaded: behind in that period

3–0SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

SCHD vs SIO

YTD

SchwabSCHD

+33.8%

SIOTouchstone

+0.0%

+33.8%Year to date+0.0%

−6.9%Worst drop · 1Y−3.6%

11.8%Volatility · 1Y4.0%

2.9%Yield7.0%

$122BAssets$306M

3–1SIO wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

SIO7.03%$703

SCHD2.94%$294

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$621most kept, SIO

SIO$703 − $82 = $621

SCHD$294 − $6 = $288

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SIO, SCHD

Today

0.1%most shared, SIO and SCHD

SIOSCHD

SIO—0.1%

SCHD0.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SIOWorst drop−3.6%4.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SIOSCHD

+0.0%Year to date+33.8%

7.0%Yield2.9%

+0.9%Past year+38.8%

0.82%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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SIO and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two