Compare · 2 funds side by side · dividends reinvested

ZTRE and SCHD

ZTREF/m×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

ZTRE 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%$120B1.4

F/M 3-Year Investment Grade Corporate Bond EtfBonds & Cash · Corporate0.15%4.35%+1.3%+2.4%[…][…]−1.5%2.1%$42M1.5

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: ZTRE 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

F/M 3-Year Investment Grade Corporate Bond Etf · $42M[…]

ZTRE

SCHD

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

$10,000 five years ago, dividends reinvested

ZTREMeasureSCHD

+1.3%Year to dateJan 1 → Nov 6+31.4%

+2.4%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%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

4.35%Trailing 12-mo yield$435 · $300 a year on $10k3.00%

−1.5%Worst dropSmaller is better−6.9%

2.1%VolatilityLower is calmer11.7%

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

3–3Level

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

More Ways to See the Pairs

ZTRE vs SCHD: Top 5 Holdings

Today

ZTRE

[…]in top 5

SCHD

in top 521.4%

ZTREStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

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

ZTRE vs SCHD Returns, Every Period

F/mZTRE

+2.4%

past year

SCHDSchwab

+37.0%

past year

ZTRESCHDFaded: behind in that period

0–2SCHD wins

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

Bonds vs Income: ZTRE vs SCHD

YTD

F/mZTRE

+1.3%

SCHDSchwab

+31.4%

+1.3%Year to date+31.4%

−1.5%Worst drop · 1Y−6.9%

2.1%Volatility · 1Y11.7%

4.3%Yield3.0%

$42.0MAssets$120B

3–1ZTRE wins

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

Cost, Income and Risk

Fees: ZTRE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ZTRE0.15%$15

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

Yields: ZTRE, SCHD

4.35%highest, ZTRE

FundTrailing yieldYield$10k

ZTRE4.35%$435

SCHD3.00%$300

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

Income After Fees on $10,000

$420most kept, ZTRE

ZTRE$435 − $15 = $420

SCHD$300 − $6 = $294

KeptFee

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

Overlap: ZTRE, SCHD

Today

[…]holdings […]

ZTRESCHD

ZTRE—[…]

SCHD[…]—

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

ZTREWorst drop−1.5%2.1% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

ZTRESCHD

+1.3%Year to date+31.4%

4.3%Yield3.0%

+2.4%Past year+37.0%

0.15%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