Compare · 2 funds side by side · dividends reinvested

WZRD and SCHD

WZRDOpportunistic Trader×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

WZRD 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%$120B1.1

Opportunistic Trader ETFUnsorted1.07%74.98%−100.0%−100.0%[…][…]−100.0%2258.7%$786K1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: WZRD 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Opportunistic Trader ETF · $786K[…]

WZRD

SCHD

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

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

WZRDMeasureSCHD

−100.0%Year to dateJan 1 → Nov 6+31.4%

−100.0%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%

1.07%Expense ratio$107 · $6 a year on $10k · lower is better0.06%

74.98%Trailing 12-mo yield$7,498 · $300 a year on $10k3.00%

−100.0%Worst dropSmaller is better−6.9%

2258.7%VolatilityLower is calmer11.7%

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

1–5SCHD wins

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

More Ways to See the Pairs

WZRD vs SCHD: Top 5 Holdings

Today

WZRD

1.0%in top 5

SCHD

in top 521.4%

WZRDStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

1.0%TBILnot top 5

Held in common0.0%

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

WZRD vs SCHD Returns, Every Period

Opportunistic TraderWZRD

−100.0%

past year

SCHDSchwab

+37.0%

past year

WZRDSCHDFaded: behind in that period

0–2SCHD wins

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

Unsorted vs Income: WZRD vs SCHD

YTD

Opportunistic TraderWZRD

−100.0%

SCHDSchwab

+31.4%

−100.0%Year to date+31.4%

−100.0%Worst drop · 1Y−6.9%

2258.7%Volatility · 1Y11.7%

75.0%Yield3.0%

$786KAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: WZRD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

WZRD1.07%$107

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

Yields: WZRD, SCHD

74.98%highest, WZRD

FundTrailing yieldYield$10k

WZRD74.98%$7,498

SCHD3.00%$300

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

Income After Fees on $10,000

$7,391most kept, WZRD

WZRD$7,498 − $107 = $7,391

SCHD$300 − $6 = $294

KeptFee

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

Overlap: WZRD, SCHD

Today

0.0%most shared, WZRD and SCHD

WZRDSCHD

WZRD—0.0%

SCHD0.0%—

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

SCHDWorst drop−6.9%11.7% vol

WZRDWorst drop−100.0%2258.7% vol

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

Paid More vs Made More

YTD

WZRDSCHD

−100.0%Year to date+31.4%

75.0%Yield3.0%

−100.0%Past year+37.0%

1.07%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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026