Compare · 2 funds side by side · dividends reinvested

SPXV and SCHD

SPXVProShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,400SPXV · best of the two

02 / 04

SPXV 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%$120B1.3

ProShares - S&P 500 Ex-Health Care ETFLow-Cost Core · S&P 5000.09%0.96%+7.1%+7.5%+22.5%+11.7%−9.1%14.6%$39M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SPXV 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - S&P 500 Ex-Health Care ETF · $39M$17,400

SPXV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 7.4% in common

SPXVMeasureSCHD

+7.1%Year to dateJan 1 → Nov 6+31.4%

+7.5%1 yearTotal return+37.0%

+22.5%3 years · per year$10,000 became $18,384 · $17,266+20.0%

+11.7%5 years · per year$10,000 became $17,400 · $16,267+10.2%

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

0.96%Trailing 12-mo yield$96 · $300 a year on $10k3.00%

−9.1%Worst dropSmaller is better−6.9%

14.6%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

SPXV vs SCHD: Top 5 Holdings

Today

SPXV

31.0%in top 5

SCHD

in top 521.4%

SPXVStockSCHD

8.8%AAPLnot top 5

7.7%NVDAnot top 5

7.0%MSFTnot top 5

4.5%AMZNnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

2.9%GOOGLnot top 5

Held in common7.4%

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

SPXV vs SCHD Returns, Every Period

ProSharesSPXV

+11.7%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

SPXVSCHDFaded: behind in that period

2–2Level

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

Core vs Income: SPXV vs SCHD

YTD

ProSharesSPXV

+7.1%

SCHDSchwab

+31.4%

+7.1%Year to date+31.4%

−9.1%Worst drop · 1Y−6.9%

14.6%Volatility · 1Y11.7%

1.0%Yield3.0%

$38.8MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SPXV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SPXV0.09%$9

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

Yields: SPXV, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SPXV0.96%$96

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SPXV$96 − $9 = $87

KeptFee

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

Overlap: SPXV, SCHD

Today

7.4%most shared, SPXV and SCHD

SPXVSCHD

SPXV—7.4%

SCHD7.4%—

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

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SPXVWorst drop−9.1%14.6% vol

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

Paid More vs Made More

YTD

SCHDSPXV

+31.4%Year to date+7.1%

3.0%Yield1.0%

+37.0%Past year+7.5%

0.06%Fee0.09%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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

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