Compare · 2 funds side by side · dividends reinvested

TAXE and SCHD

TAXET. Rowe Price×SCHDSchwab×

Versus in desk

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

02 / 04

TAXE 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%$120B1.4

T. Rowe Price Intermediate Municipal Income ETFBonds & Cash · Municipal0.24%3.70%+1.8%+2.4%[…][…]−5.5%3.1%$428M1.5

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: TAXE 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

T. Rowe Price Intermediate Municipal Income ETF · $428M[…]

TAXE

SCHD

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

$10,000 five years ago, dividends reinvested

TAXEMeasureSCHD

+1.8%Year to dateJan 1 → Nov 6+31.4%

+2.4%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.24%Expense ratio$24 · $6 a year on $10k · lower is better0.06%

3.70%Trailing 12-mo yield$370 · $300 a year on $10k3.00%

−5.5%Worst dropSmaller is better−6.9%

3.1%VolatilityLower is calmer11.7%

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

3–3Level

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

More Ways to See the Pairs

TAXE vs SCHD: Top 5 Holdings

Today

TAXE

[…]in top 5

SCHD

in top 521.4%

TAXEStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

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

TAXE vs SCHD Returns, Every Period

T. Rowe PriceTAXE

+2.4%

past year

SCHDSchwab

+37.0%

past year

TAXESCHDFaded: behind in that period

0–2SCHD wins

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

Bonds vs Income: TAXE vs SCHD

YTD

T. Rowe PriceTAXE

+1.8%

SCHDSchwab

+31.4%

+1.8%Year to date+31.4%

−5.5%Worst drop · 1Y−6.9%

3.1%Volatility · 1Y11.7%

3.7%Yield3.0%

$428MAssets$120B

3–1TAXE wins

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

Cost, Income and Risk

Fees: TAXE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

TAXE0.24%$24

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

Yields: TAXE, SCHD

3.70%highest, TAXE

FundTrailing yieldYield$10k

TAXE3.70%$370

SCHD3.00%$300

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

Income After Fees on $10,000

$346most kept, TAXE

TAXE$370 − $24 = $346

SCHD$300 − $6 = $294

KeptFee

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

Overlap: TAXE, SCHD

Today

[…]holdings […]

TAXESCHD

TAXE—[…]

SCHD[…]—

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

TAXEWorst drop−5.5%3.1% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

TAXESCHD

+1.8%Year to date+31.4%

3.7%Yield3.0%

+2.4%Past year+37.0%

0.24%Fee0.06%

3–1SCHD 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026