Compare · 2 funds side by side · dividends reinvested

YLD and SCHD

YLDPrincipal×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 incomeYLD · 7.73% · $773 a year on $10k

Story of the two · RiskSmallest drop

YLD 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

Principal Active High Yield ETFBonds & Cash · High yield0.39%7.73%+0.6%+1.4%+7.0%+3.9%−4.1%4.8%$643M1.6

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: YLD 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Principal Active High Yield ETF · $643M$12,088

YLD

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

YLDMeasureSCHD

+0.6%

More Ways to See the Pairs

YLD vs SCHD: Top 5 Holdings

Today

YLD

7.7%in top 5

SCHD

in top 521.8%

YLDStockSCHD

7.7%GVMXXnot top 5

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

Cost, Income and Risk

Fees: YLD, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

YLD0.39%$39

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

Yields: YLD, SCHD

1Y

7.73%highest, YLD

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%

+1.4%1 yearTotal return+37.5%

+7.0%3 years · per year$10,000 became $12,260 · $17,374+20.2%

+3.9%5 years · per year$10,000 became $12,088 · $16,418+10.4%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

7.73%Trailing 12-mo yield$773 · $292 a year on $10k2.92%

−4.1%Worst dropSmaller is better−6.9%

4.8%VolatilityLower is calmer11.7%

YLDSCHD 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 common0.1%

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

YLD vs SCHD Returns, Every Period

5Y

PrincipalYLD

+3.9%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

YLDSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: YLD vs SCHD

YTD

PrincipalYLD

+0.6%

SCHDSchwab

+34.9%

+0.6%Year to date+34.9%

−4.1%Worst drop · 1Y−6.9%

4.8%Volatility · 1Y11.7%

7.7%Yield2.9%

$643MAssets$124B

3–1YLD wins

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

$10k

YLD7.73%$773

SCHD2.92%$292

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

Income After Fees on $10,000

1Y

$734most kept, YLD

YLD$773 − $39 = $734

SCHD$292 − $6 = $286

KeptFee

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

Overlap: YLD, SCHD

Today

0.1%most shared, YLD and SCHD

YLDSCHD

YLD—0.1%

SCHD0.1%—

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

YLDWorst drop−4.1%4.8% 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

YLDSCHD

+0.6%Year to date+34.9%

7.7%Yield2.9%

+1.4%Past year+37.5%

0.39%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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YLD and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two