Compare · 2 funds side by side · dividends reinvested

UX and SCHD

UXRoundhill×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

UX and SCHD, 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%$120B1.0

Roundhill Investments - Uranium ETFThematic · Nuclear & uranium0.77%1.61%−8.3%−2.7%[…][…]−26.6%32.1%$4M2.0

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: UX 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Investments - Uranium ETF · $4M[…]

SCHD

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

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

UXMeasureSCHD

−8.3%Year to dateJan 1 → Nov 6+32.3%

−2.7%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

1.61%Trailing 12-mo yield$161 · $298 a year on $10k2.98%

−26.6%Worst dropSmaller is better−6.9%

32.1%VolatilityLower is calmer11.7%

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

0–6SCHD wins

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

More Ways to See the Pairs

UX vs SCHD: Top 5 Holdings

Today

106.0%in top 5

SCHD

in top 521.7%

UXStockSCHD

81.8%912797VAnot top 5

20.0%U-U.TOnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

4.2%FGXXXnot top 5

not top 5AMGN4.2%

0.0%GBPnot top 5

Held in common0.0%

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

UX vs SCHD Returns, Every Period

RoundhillUX

−2.7%

past year

SCHDSchwab

+38.7%

past year

UXSCHDFaded: behind in that period

0–2SCHD wins

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

Thematic vs Income: UX vs SCHD

YTD

RoundhillUX

−8.3%

SCHDSchwab

+32.3%

−8.3%Year to date+32.3%

−26.6%Worst drop · 1Y−6.9%

32.1%Volatility · 1Y11.7%

1.6%Yield3.0%

$4.4MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: UX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

UX0.77%$77

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

Yields: UX, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

UX1.61%$161

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

UX$161 − $77 = $84

KeptFee

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

Overlap: UX, SCHD

Today

0.0%most shared, UX and SCHD

UXSCHD

UX—0.0%

SCHD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

UXWorst drop−26.6%32.1% vol

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

Paid More vs Made More

YTD

SCHDUX

+32.3%Year to date−8.3%

3.0%Yield1.6%

+38.7%Past year−2.7%

0.06%Fee0.77%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026