Compare · 3 funds side by side · dividends reinvested

SSUS, SCHD and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941DGRO · best of the three

02 / 04

SSUS, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.86%+17.2%+21.2%+21.1%+11.1%−6.5%10.2%$46.1B1.5

Strategy Shares Day Hagan Smart Sector ETFUnsorted0.77%0.47%+10.4%+11.3%+18.1%+9.1%−9.0%14.5%$600M3.0

Rank among the three1st → 3rdFee, 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: SSUS 2020 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Day Hagan Smart Sector ETF · $600M$15,472

SSUS

SCHD

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

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

SSUSMeasureSCHD

+10.4%Year to dateJan 1 → Nov 5+32.3%

+11.3%1 yearTotal return+38.7%

+18.1%3 years · per year$10,000 became $16,456 · $17,414+20.3%

+9.1%5 years · per year$10,000 became $15,472 · $16,375+10.4%

0.77%Expense ratio$77 · $6 a year on $10k · lower is better0.06%

0.47%Trailing 12-mo yield$47 · $298 a year on $10k2.98%

−9.0%Worst dropSmaller is better−6.9%

14.5%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

SSUS vs SCHD: Top 5 Holdings

Today

SSUS

73.5%in top 5

SCHD

in top 521.7%

SSUSStockSCHD

32.7%XLKnot top 5

11.0%XLFnot top 5

10.6%XLInot top 5

9.9%XLVnot top 5

9.2%XLYnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.0%

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

SSUS vs SCHD Returns, Every Period

Day HaganSSUS

+9.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SSUSSCHDFaded: behind in that period

0–4SCHD wins

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

Unsorted vs Income: SSUS vs SCHD

YTD

Day HaganSSUS

+10.4%

SCHDSchwab

+32.3%

+10.4%Year to date+32.3%

−9.0%Worst drop · 1Y−6.9%

14.5%Volatility · 1Y11.7%

0.5%Yield3.0%

$600MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SSUS, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

SSUS0.77%$77

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

Yields: SSUS, SCHD, DGRO

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

DGRO1.86%$186

SSUS0.47%$47

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

DGRO$186 − $8 = $178

SSUS$47 − $77 = −$30

KeptFee

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

Overlap: SSUS, SCHD, DGRO

Today

21.1%most shared, SCHD and DGRO

SSUSSCHDDGRO

SSUS—0.0%5.1%

SCHD0.0%—21.1%

DGRO5.1%21.1%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

SSUSWorst drop−9.0%14.5% vol

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

Paid More vs Made More

YTD

SCHDDGRO

+32.3%Year to date+17.2%

3.0%Yield1.9%

+38.7%Past year+21.2%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026