Compare · 2 funds side by side · dividends reinvested

URTY and SCHD

URTYProShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

URTY 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%$121B1.1

ProShares - UltraPro Russell2000Leveraged · 3x1.13%0.90%+33.0%+31.1%+40.7%−7.0%−32.6%54.3%$279M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: URTY 2010 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - UltraPro Russell2000 · $279M$6,956

URTY

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

URTYMeasureSCHD

+33.0%Year to dateJan 1 → Nov 4+35.3%

+31.1%1 yearTotal return+41.6%

+40.7%3 years · per year$10,000 became $27,878 · $17,908+21.4%

−7.0%5 years · per year$10,000 became $6,956 · $16,881+11.0%

1.13%Expense ratio$113 · $6 a year on $10k · lower is better0.06%

0.90%Trailing 12-mo yield$90 · $291 a year on $10k2.91%

−32.6%Worst dropSmaller is better−6.9%

54.3%VolatilityLower is calmer11.5%

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

1–7SCHD wins

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

More Ways to See the Pairs

URTY vs SCHD: Top 5 Holdings

Today

URTY

21.4%in top 5

SCHD

in top 521.6%

URTYStockSCHD

20.7%IQMMnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

0.2%GKOSnot top 5

0.2%BTSGnot top 5

0.2%UMBFnot top 5

0.2%VSATnot top 5

Held in common0.9%

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

URTY vs SCHD Returns, Every Period

ProSharesURTY

−7.0%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

URTYSCHDFaded: behind in that period

1–3SCHD wins

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

Leveraged vs Income: URTY vs SCHD

YTD

ProSharesURTY

+33.0%

SCHDSchwab

+35.3%

+33.0%Year to date+35.3%

−32.6%Worst drop · 1Y−6.9%

54.3%Volatility · 1Y11.5%

0.9%Yield2.9%

$279MAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: URTY, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

URTY1.13%$113

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

Yields: URTY, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

URTY0.90%$90

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

URTY$90 − $113 = −$23

KeptFee

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

Overlap: URTY, SCHD

Today

0.9%most shared, URTY and SCHD

URTYSCHD

URTY—0.9%

SCHD0.9%—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

URTYWorst drop−32.6%54.3% vol

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

Paid More vs Made More

YTD

SCHDURTY

+35.3%Year to date+33.0%

2.9%Yield0.9%

+41.6%Past year+31.1%

0.06%Fee1.13%

4–0SCHD 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