Compare · 2 funds side by side · dividends reinvested

SPBC and SCHD

SPBCSimplify×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,525SPBC · best of the two

02 / 04

SPBC 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%$123B1.3

Simplify US Equity PLUS Bitcoin Strategy ETFCrypto · Spot bitcoin0.53%0.80%+12.9%+11.0%+28.6%+14.3%−11.7%15.5%$43M1.8

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: SPBC 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity PLUS Bitcoin Strategy ETF · $43M$19,525

SPBC

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SPBCMeasureSCHD

+12.9%Year to dateJan 1 → Nov 4+35.3%

+11.0%1 yearTotal return+41.6%

+28.6%3 years · per year$10,000 became $21,291 · $17,908+21.4%

+14.3%5 years · per year$10,000 became $19,525 · $16,881+11.0%

0.53%Expense ratio$53 · $6 a year on $10k · lower is better0.06%

0.80%Trailing 12-mo yield$80 · $291 a year on $10k2.91%

−11.7%Worst dropSmaller is better−6.9%

15.5%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

SPBC vs SCHD: Top 5 Holdings

Today

SPBC

88.7%in top 5

SCHD

in top 521.6%

SPBCStockSCHD

80.1%IVVnot top 5

8.5%HODLnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

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

SPBC vs SCHD Returns, Every Period

SimplifySPBC

+14.3%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

SPBCSCHDFaded: behind in that period

2–2Level

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

Crypto vs Income: SPBC vs SCHD

YTD

SimplifySPBC

+12.9%

SCHDSchwab

+35.3%

+12.9%Year to date+35.3%

−11.7%Worst drop · 1Y−6.9%

15.5%Volatility · 1Y11.5%

0.8%Yield2.9%

$42.6MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SPBC, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SPBC0.53%$53

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

Yields: SPBC, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SPBC0.80%$80

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SPBC$80 − $53 = $27

KeptFee

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

Overlap: SPBC, SCHD

Today

0.0%most shared, SPBC and SCHD

SPBCSCHD

SPBC—0.0%

SCHD0.0%—

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

SPBCWorst drop−11.7%15.5% vol

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

Paid More vs Made More

YTD

SCHDSPBC

+35.3%Year to date+12.9%

2.9%Yield0.8%

+41.6%Past year+11.0%

0.06%Fee0.53%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026