Compare · 2 funds side by side · dividends reinvested

SYLD and SCHA

SYLDCambria Funds×SCHASchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,976SYLD · best of the two

02 / 04

SYLD and SCHA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Cambria Shareholder Yield ETFUnsorted0.59%1.66%+28.9%+33.7%+16.9%+9.8%−6.9%14.0%$1.0B1.3

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.10%+18.8%+21.4%+22.2%+7.0%−11.2%18.6%$22.1B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: SYLD 2013 · SCHA 2009

Head to Head

Swap sides Versus in desk

Head to Head

Cambria Shareholder Yield ETF · $1.0B$15,976

SYLD

SCHA

Schwab U.S. Small-Cap ETF · $22.1B$14,025

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

SYLDMeasureSCHA

+28.9%Year to dateJan 1 → Nov 4+18.8%

+33.7%1 yearTotal return+21.4%

+16.9%3 years · per year$10,000 became $15,994 · $18,236+22.2%

+9.8%5 years · per year$10,000 became $15,976 · $14,025+7.0%

0.59%Expense ratio$59 · $3 a year on $10k · lower is better0.03%

1.66%Trailing 12-mo yield$166 · $110 a year on $10k1.10%

−6.9%Worst dropSmaller is better−11.2%

14.0%VolatilityLower is calmer18.6%

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

6–2SYLD wins

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

More Ways to See the Pairs

SYLD vs SCHA: Top 5 Holdings

Today

SYLD

6.3%in top 5

SCHA

in top 51.6%

SYLDStockSCHA

1.5%ADTnot top 5

1.2%CARTnot top 5

1.2%HRBnot top 5

1.2%BLMNnot top 5

1.1%Rnot top 5

not top 5HALO0.4%

not top 5GKOS0.3%

not top 5W0.3%

not top 5BMNR0.3%

not top 5AHR0.3%

Held in common3.9%

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

SYLD vs SCHA Returns, Every Period

Cambria FundsSYLD

+9.8%

5 years, per year

SCHASchwab

+7.0%

5 years, per year

SYLDSCHAFaded: behind in that period

3–1SYLD wins

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

Unsorted vs Stocks: SYLD vs SCHA

YTD

Cambria FundsSYLD

+28.9%

SCHASchwab

+18.8%

+28.9%Year to date+18.8%

−6.9%Worst drop · 1Y−11.2%

14.0%Volatility · 1Y18.6%

1.7%Yield1.1%

$1.0BAssets$22.1B

4–0SYLD wins

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

Cost, Income and Risk

Fees: SYLD, SCHA

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

SYLD0.59%$59

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

Yields: SYLD, SCHA

1.66%highest, SYLD

FundTrailing yieldYield$10k

SYLD1.66%$166

SCHA1.10%$110

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

Income After Fees on $10,000

$107most kept, SYLD

SYLD$166 − $59 = $107

SCHA$110 − $3 = $107

KeptFee

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

Overlap: SYLD, SCHA

Today

3.9%most shared, SYLD and SCHA

SYLDSCHA

SYLD—3.9%

SCHA3.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+33.7%SYLD, at 14.0% volatility

SYLDWorst drop−6.9%14.0% vol

SCHAWorst drop−11.2%18.6% vol

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

Paid More vs Made More

YTD

SYLDSCHA

+28.9%Year to date+18.8%

1.7%Yield1.1%

+33.7%Past year+21.4%

0.59%Fee0.03%

3–1SYLD 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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026