Compare · 2 funds side by side · dividends reinvested

SPAM and SCHD

SPAMThemes×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

SPAM 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%$121B1.1

Themes Cybersecurity ETFThematic · Cyber & cloud0.35%0.33%+48.2%+31.5%[…][…]−20.7%32.7%$7M1.8

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: SPAM 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Themes Cybersecurity ETF · $7M[…]

SPAM

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

SPAMMeasureSCHD

+48.2%Year to dateJan 1 → Nov 4+35.3%

+31.5%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

0.33%Trailing 12-mo yield$33 · $291 a year on $10k2.91%

−20.7%Worst dropSmaller is better−6.9%

32.7%VolatilityLower is calmer11.5%

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

1–5SCHD wins

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

More Ways to See the Pairs

SPAM vs SCHD: Top 5 Holdings

Today

SPAM

29.7%in top 5

SCHD

in top 521.6%

SPAMStockSCHD

6.6%ZSnot top 5

5.9%BAHnot top 5

5.8%RBRKnot top 5

5.8%CACInot top 5

5.5%OKTAnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.2%

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

SPAM vs SCHD Returns, Every Period

ThemesSPAM

+31.5%

past year

SCHDSchwab

+41.6%

past year

SPAMSCHDFaded: behind in that period

1–1Level

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

Thematic vs Income: SPAM vs SCHD

YTD

ThemesSPAM

+48.2%

SCHDSchwab

+35.3%

+48.2%Year to date+35.3%

−20.7%Worst drop · 1Y−6.9%

32.7%Volatility · 1Y11.5%

0.3%Yield2.9%

$6.7MAssets$121B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SPAM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SPAM0.35%$35

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

Yields: SPAM, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SPAM0.33%$33

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SPAM$33 − $35 = −$2

KeptFee

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

Overlap: SPAM, SCHD

Today

0.2%most shared, SPAM and SCHD

SPAMSCHD

SPAM—0.2%

SCHD0.2%—

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

SPAMWorst drop−20.7%32.7% vol

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

Paid More vs Made More

YTD

SCHDSPAM

+35.3%Year to date+48.2%

2.9%Yield0.3%

+41.6%Past year+31.5%

0.06%Fee0.35%

3–1SCHD 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