Compare · 2 funds side by side · dividends reinvested

SSPY and SCHD

SSPYStratified×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

SSPY 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

Stratified LargeCap Index ETFUS Stock Styles · Large cap0.45%1.16%+18.9%+22.3%+19.6%+9.9%−7.3%10.9%$132M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: SSPY 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Stratified LargeCap Index ETF · $132M$15,465

SSPY

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 11.1% in common

SSPYMeasureSCHD

+18.9%Year to dateJan 1 → Nov 5+35.3%

+22.3%1 yearTotal return+41.6%

+19.6%3 years · per year$10,000 became $17,110 · $17,908+21.4%

+9.9%5 years · per year$10,000 became $16,025 · $16,881+11.0%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

1.16%Trailing 12-mo yield$116 · $291 a year on $10k2.91%

−7.3%Worst dropSmaller is better−6.9%

10.9%VolatilityLower is calmer11.5%

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

1–7SCHD wins

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

More Ways to See the Pairs

SSPY vs SCHD: Top 5 Holdings

Today

SSPY

5.0%in top 5

SCHD

in top 521.7%

SSPYStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

1.1%MSFTnot top 5

1.0%IBMnot top 5

1.0%COFnot top 5

1.0%SYFnot top 5

0.9%WMTnot top 5

Held in common11.1%

End-of-day Nov 5, 2026 · share of each fund

SSPY vs SCHD Returns, Every Period

StratifiedSSPY

+9.9%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

SSPYSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SSPY vs SCHD

YTD

StratifiedSSPY

+18.9%

SCHDSchwab

+35.3%

+18.9%Year to date+35.3%

−7.3%Worst drop · 1Y−6.9%

10.9%Volatility · 1Y11.5%

1.2%Yield2.9%

$132MAssets$123B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SSPY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SSPY0.45%$45

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SSPY, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

SSPY1.16%$116

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

SSPY$116 − $45 = $71

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SSPY, SCHD

Today

11.1%most shared, SSPY and SCHD

SSPYSCHD

SSPY—11.1%

SCHD11.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SSPYWorst drop−7.3%10.9% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDSSPY

+35.3%Year to date+18.9%

2.9%Yield1.2%

+41.6%Past year+22.3%

0.06%Fee0.45%

4–0SCHD wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026