Compare · 2 funds side by side · dividends reinvested

UDN and SCHD

UDNInvesco×SCHDSchwab×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,418SCHD · best of the two

Story of the two · IncomeMost incomeUDN · 3.05% · $305 a year on $10k

Story of the two · RiskSmallest drop

UDN and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.4

Invesco DB US Dollar Index Bearish FundUS Stock Styles · Large cap0.77%3.05%−3.7%−2.3%+2.6%−0.4%−6.2%5.7%$92M1.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: UDN 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco DB US Dollar Index Bearish Fund · $92M$9,799

UDN

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

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

UDNMeasureSCHD

−3.7%

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UDN vs SCHD: Top 5 Holdings

Today

UDN

93.5%in top 5

SCHD

in top 521.8%

UDNStockSCHD

93.5%AGPXXnot top 5

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

Cost, Income and Risk

Fees: UDN, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

UDN0.77%$77

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: UDN, SCHD

1Y

3.05%highest, UDN

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+34.9%

−2.3%1 yearTotal return+37.5%

+2.6%3 years · per year$10,000 became $10,813 · $17,374+20.2%

−0.4%5 years · per year$10,000 became $9,799 · $16,418+10.4%

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

3.05%Trailing 12-mo yield$305 · $292 a year on $10k2.92%

−6.2%Worst dropSmaller is better−6.9%

5.7%VolatilityLower is calmer11.7%

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

3–5SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

UDN vs SCHD Returns, Every Period

5Y

InvescoUDN

−0.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

UDNSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: UDN vs SCHD

YTD

InvescoUDN

−3.7%

SCHDSchwab

+34.9%

−3.7%Year to date+34.9%

−6.2%Worst drop · 1Y−6.9%

5.7%Volatility · 1Y11.7%

3.0%Yield2.9%

$92.3MAssets$124B

3–1UDN wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

UDN3.05%$305

SCHD2.92%$292

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

UDN$305 − $77 = $228

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: UDN, SCHD

Today

0.0%most shared, UDN and SCHD

UDNSCHD

UDN—0.0%

SCHD0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

UDNWorst drop−6.2%5.7% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

UDNSCHD

−3.7%Year to date+34.9%

3.0%Yield2.9%

−2.3%Past year+37.5%

0.77%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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UDN and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two