Compare · 2 funds side by side · dividends reinvested

SPXT and SCHD

SPXTProShares×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

SPXT 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%$123B1.1

ProShares - S&P 500 Ex-Technology ETFLow-Cost Core · S&P 5000.09%1.26%+10.5%+14.0%+20.1%+9.5%−7.9%10.9%$336M1.9

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: SPXT 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - S&P 500 Ex-Technology ETF · $336M$15,713

SPXT

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 11.9% in common

SPXTMeasureSCHD

+10.5%Year to dateJan 1 → Nov 4+35.3%

+14.0%1 yearTotal return+41.6%

+20.1%3 years · per year$10,000 became $17,334 · $17,908+21.4%

+9.5%5 years · per year$10,000 became $15,714 · $16,881+11.0%

0.09%Expense ratio$9 · $6 a year on $10k · lower is better0.06%

1.26%Trailing 12-mo yield$126 · $291 a year on $10k2.91%

−7.9%Worst dropSmaller is better−6.9%

10.9%VolatilityLower is calmer11.5%

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

1–7SCHD wins

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

More Ways to See the Pairs

SPXT vs SCHD: Top 5 Holdings

Today

SPXT

19.2%in top 5

SCHD

in top 521.6%

SPXTStockSCHD

6.0%AMZNnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

4.0%GOOGLnot top 5

3.3%METAnot top 5

3.2%GOOGnot top 5

2.7%LLYnot top 5

Held in common11.9%

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

SPXT vs SCHD Returns, Every Period

ProSharesSPXT

+9.5%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

SPXTSCHDFaded: behind in that period

0–4SCHD wins

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

Core vs Income: SPXT vs SCHD

YTD

ProSharesSPXT

+10.5%

SCHDSchwab

+35.3%

+10.5%Year to date+35.3%

−7.9%Worst drop · 1Y−6.9%

10.9%Volatility · 1Y11.5%

1.3%Yield2.9%

$336MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SPXT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SPXT0.09%$9

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

Yields: SPXT, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SPXT1.26%$126

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SPXT$126 − $9 = $117

KeptFee

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

Overlap: SPXT, SCHD

Today

11.9%most shared, SPXT and SCHD

SPXTSCHD

SPXT—11.9%

SCHD11.9%—

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

SPXTWorst drop−7.9%10.9% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

SCHDSPXT

+35.3%Year to date+10.5%

2.9%Yield1.3%

+41.6%Past year+14.0%

0.06%Fee0.09%

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