Compare · 3 funds side by side · dividends reinvested

SIO, SPYM and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

SIO, SPYM 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%$120B1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B2.0

Touchstone Strategic Income ETFIncome · Dividend stocks0.82%7.00%+0.4%+1.6%+7.7%[…]−3.6%4.0%$306M2.1

Rank among the three1st → 3rdFee, 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: SIO 2022 · SPYM 2005 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Touchstone Strategic Income ETF · $306M[…]

SIO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

SIOMeasureSPYM

+0.4%Year to dateJan 1 → Nov 6+8.8%

+1.6%1 yearTotal return+9.8%

+7.7%3 years · per year$10,000 became $12,483 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.82%Expense ratio$82 · $2 a year on $10k · lower is better0.02%

7.00%Trailing 12-mo yield$700 · $105 a year on $10k1.05%

−3.6%Worst dropSmaller is better−8.9%

4.0%VolatilityLower is calmer13.6%

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

3–4SPYM wins

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

More Ways to See the Pairs

SIO vs SPYM: Top 5 Holdings

Today

SIO

1.3%in top 5

SPYM

in top 527.8%

SIOStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.3%USB-PRnot top 5

0.3%XELLLnot top 5

0.3%CFG-PEnot top 5

0.2%CMSDnot top 5

0.2%SWKnot top 5

Held in common1.1%

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

SIO vs SPYM Returns, Every Period

TouchstoneSIO

+1.6%

past year

SPYMSPDR

+9.8%

past year

SIOSPYMFaded: behind in that period

0–3SPYM wins

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

SIO vs SCHD

YTD

TouchstoneSIO

+0.4%

SCHDSchwab

+31.4%

+0.4%Year to date+31.4%

−3.6%Worst drop · 1Y−6.9%

4.0%Volatility · 1Y11.7%

7.0%Yield3.0%

$306MAssets$120B

3–1SIO wins

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

Cost, Income and Risk

Fees: SIO, SPYM, SCHD

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SCHD0.06%$6

SIO0.82%$82

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

Yields: SIO, SPYM, SCHD

7.00%highest, SIO

FundTrailing yieldYield$10k

SIO7.00%$700

SCHD3.00%$300

SPYM1.05%$105

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

Income After Fees on $10,000

$618most kept, SIO

SIO$700 − $82 = $618

SCHD$300 − $6 = $294

SPYM$105 − $2 = $103

KeptFee

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

Overlap: SIO, SPYM, SCHD

Today

8.7%most shared, SPYM and SCHD

SIOSPYMSCHD

SIO—1.1%0.1%

SPYM1.1%—8.7%

SCHD0.1%8.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SIOWorst drop−3.6%4.0% vol

SCHDWorst drop−6.9%11.7% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

SIOSCHD

+0.4%Year to date+31.4%

7.0%Yield3.0%

+1.6%Past year+37.0%

0.82%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

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