Compare · 2 funds side by side · dividends reinvested

ZIG and SCHD

ZIGAcquirers Funds×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

ZIG 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%$123B1.0

The Acquirers FundUnsorted0.75%1.67%+14.1%+17.4%+13.6%+8.8%−9.0%14.3%$33M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: ZIG 2019 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

The Acquirers Fund · $33M$14,895

ZIG

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 5.3% in common

ZIGMeasureSCHD

+14.1%Year to dateJan 1 → Nov 5+35.3%

+17.4%1 yearTotal return+41.6%

+13.6%3 years · per year$10,000 became $14,678 · $17,908+21.4%

+8.8%5 years · per year$10,000 became $15,261 · $16,881+11.0%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

1.67%Trailing 12-mo yield$167 · $291 a year on $10k2.91%

−9.0%Worst dropSmaller is better−6.9%

14.3%VolatilityLower is calmer11.5%

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

0–8SCHD wins

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

More Ways to See the Pairs

ZIG vs SCHD: Top 5 Holdings

Today

ZIG

20.3%in top 5

SCHD

in top 521.7%

ZIGStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

4.2%HOGnot top 5

not top 5KO4.2%

4.2%BBWInot top 5

not top 5AMGN4.2%

4.1%CROXnot top 5

3.9%HRBnot top 5

3.8%YUMnot top 5

Held in common5.3%

End-of-day Nov 5, 2026 · share of each fund

ZIG vs SCHD Returns, Every Period

Acquirers FundsZIG

+8.8%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

ZIGSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: ZIG vs SCHD

YTD

Acquirers FundsZIG

+14.1%

SCHDSchwab

+35.3%

+14.1%Year to date+35.3%

−9.0%Worst drop · 1Y−6.9%

14.3%Volatility · 1Y11.5%

1.7%Yield2.9%

$32.7MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ZIG, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ZIG0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ZIG, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

ZIG1.67%$167

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

ZIG$167 − $75 = $92

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ZIG, SCHD

Today

5.3%most shared, ZIG and SCHD

ZIGSCHD

ZIG—5.3%

SCHD5.3%—

End-of-day Nov 5, 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

ZIGWorst drop−9.0%14.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDZIG

+35.3%Year to date+14.1%

2.9%Yield1.7%

+41.6%Past year+17.4%

0.06%Fee0.75%

4–0SCHD wins

End-of-day Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026