Compare · 3 funds side by side · dividends reinvested

SOXY, SCHD and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,027DGRO · best of the three

02 / 04

SOXY, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.9

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.85%+18.0%+21.0%+22.1%+11.2%−6.5%9.5%$45.1B1.9

YieldMax Target 12 Semiconductor Option Income ETFThematic Income · A basket1.06%12.00%+45.4%+43.5%[…][…]−29.0%43.5%$60M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SOXY 2024 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Target 12 Semiconductor Option Income ETF · $60M[…]

SOXY

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

SOXYMeasureSCHD

+45.4%Year to dateJan 1 → Nov 3+32.8%

+43.5%1 yearTotal return+37.6%

[…]3 years · per year$10,000 became […] · $17,784+21.2%

[…]5 years · per year$10,000 became […] · $16,352+10.3%

1.06%Expense ratio$106 · $6 a year on $10k · lower is better0.06%

12.00%Trailing 12-mo yield$1,200 · $297 a year on $10k2.97%

−29.0%Worst dropSmaller is better−6.9%

43.5%VolatilityLower is calmer11.4%

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

3–3Level

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

More Ways to See the Pairs

SOXY vs SCHD: Top 5 Holdings

Today

SOXY

27.0%in top 5

SCHD

in top 521.4%

SOXYStockSCHD

6.8%NVDAnot top 5

5.8%AMDnot top 5

5.0%ASMLnot top 5

4.8%MUnot top 5

4.6%MRVLnot top 5

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common7.5%

End-of-day Nov 3, 2026 · share of each fund

SOXY vs SCHD Returns, Every Period

YieldMaxSOXY

+43.5%

past year

SCHDSchwab

+37.6%

past year

SOXYSCHDFaded: behind in that period

2–0SOXY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SOXY vs SCHD

YTD

YieldMaxSOXY

+45.4%

SCHDSchwab

+32.8%

+45.4%Year to date+32.8%

−29.0%Worst drop · 1Y−6.9%

43.5%Volatility · 1Y11.4%

12.0%Yield3.0%

$59.9MAssets$121B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SOXY, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

SOXY1.06%$106

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SOXY, SCHD, DGRO

12.00%highest, SOXY

FundTrailing yieldYield$10k

SOXY12.00%$1,200

SCHD2.97%$297

DGRO1.85%$185

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,094most kept, SOXY

SOXY$1,200 − $106 = $1,094

SCHD$297 − $6 = $291

DGRO$185 − $8 = $177

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SOXY, SCHD, DGRO

Today

21.0%most shared, SCHD and DGRO

SOXYSCHDDGRO

SOXY—7.5%5.1%

SCHD7.5%—21.0%

DGRO5.1%21.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+43.5%SOXY, at 43.5% volatility

DGROWorst drop−6.5%9.5% vol

SCHDWorst drop−6.9%11.4% vol

SOXYWorst drop−29.0%43.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SOXYSCHD

+45.4%Year to date+32.8%

12.0%Yield3.0%

+43.5%Past year+37.6%

1.06%Fee0.06%

3–1SOXY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026