Compare · 3 funds side by side · dividends reinvested

SPYD, SMLF and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

SPYD, SMLF 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

State Street SPDR Portfolio S&P 500 High Dividend ETFIncome · Dividend stocks0.07%4.17%+18.0%+22.2%+18.9%+8.9%−9.8%12.5%$7.9B2.3

iShares U.S. Small-Cap Equity Factor ETFUS Stock Styles · Small cap0.15%1.02%+12.3%+13.5%+20.9%+9.5%−8.7%17.3%$4.2B2.5

Rank among the three1st → 3rdFee, 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: SPYD 2015 · SMLF 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 High Dividend ETF · $7.9B$15,311

SPYD

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.2B$15,772

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

SPYDMeasureSMLF

+18.0%Year to dateJan 1 → Nov 6+12.3%

+22.2%1 yearTotal return+13.5%

+18.9%3 years · per year$10,000 became $16,806 · $17,680+20.9%

+8.9%5 years · per year$10,000 became $15,311 · $15,772+9.5%

0.07%Expense ratio$7 · $15 a year on $10k · lower is better0.15%

4.17%Trailing 12-mo yield$417 · $102 a year on $10k1.02%

−9.8%Worst dropSmaller is better−8.7%

12.5%VolatilityLower is calmer17.3%

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

5–3SPYD wins

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

More Ways to See the Pairs

SPYD vs SMLF: Top 5 Holdings

Today

SPYD

8.9%in top 5

SMLF

in top 53.3%

SPYDStockSMLF

2.4%ACNnot top 5

1.7%HASnot top 5

1.6%SWKnot top 5

1.6%MDTnot top 5

1.5%PFEnot top 5

not top 5EME0.7%

not top 5WSM0.7%

not top 5TPR0.6%

not top 5RS0.6%

not top 5JBL0.6%

Held in common1.4%

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

SPYD vs SMLF Returns, Every Period

SPDRSPYD

+8.9%

5 years, per year

SMLFiShares

+9.5%

5 years, per year

SPYDSMLFFaded: behind in that period

2–2Level

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

SPYD vs SCHD

YTD

SPDRSPYD

+18.0%

SCHDSchwab

+31.4%

+18.0%Year to date+31.4%

−9.8%Worst drop · 1Y−6.9%

12.5%Volatility · 1Y11.7%

4.2%Yield3.0%

$7.9BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SPYD, SMLF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SPYD0.07%$7

SMLF0.15%$15

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

Yields: SPYD, SMLF, SCHD

4.17%highest, SPYD

FundTrailing yieldYield$10k

SPYD4.17%$417

SCHD3.00%$300

SMLF1.02%$102

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

Income After Fees on $10,000

$410most kept, SPYD

SPYD$417 − $7 = $410

SCHD$300 − $6 = $294

SMLF$102 − $15 = $87

KeptFee

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

Overlap: SPYD, SMLF, SCHD

Today

22.6%most shared, SPYD and SCHD

SPYDSMLFSCHD

SPYD—1.4%22.6%

SMLF1.4%—2.7%

SCHD22.6%2.7%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

SPYDWorst drop−9.8%12.5% vol

SMLFWorst drop−8.7%17.3% vol

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

Paid More vs Made More

YTD

SPYDSCHD

+18.0%Year to date+31.4%

4.2%Yield3.0%

+22.2%Past year+37.0%

0.07%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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