DEFR vs SCHD5YDEFRDEFRAvsBSCHDSCHDETF Series Solutions - Aptus Deferred Income ETF · $175MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in[…]3 years · per year[…] · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.79%Expense ratio$79 · $6 on $10k · lower wins0.06%0.00%12-mo yield$0 · $292 on $10k2.92%Risk · 1 year
Overlap: DEFR, SCHD, VOOToday7.6%most shared, SCHD and VOODEFRSCHDVOODEFR—0.0%0.0%SCHD0.0%—7.6%VOO0.0%7.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
DEFR vs SCHD5YADEFRETF Series Solutions - Aptus Deferred Income[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureDEFRSCHDFee0.79%0.06%Cost on $10k a year$79$6Yield0.00%2.92%5 years, per year[…]+10.4%3 years, per year[…]+20.2%Worst drop · 1Y−5.0%−6.9%Volatility · 1Y4.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3ADEFRETF Series Solutions - Aptus Deferred Income ETFReadDesk0.79%0.00%−0.3%−2.1%−1.7%newnew−5.0%$175MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VOOVanguard S&P 500 ETFReadDesk0.03%1.07%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$1.00T2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3ADEFRETF Series Solutions - Aptus Deferred Income ETFReadDesk0.79%0.00%−0.3%−2.1%−1.7%newnew−5.0%$175MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
VOO vs IVVYTDVanguardVOOVA+11.5%vsBiSIVViShares+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.1%Yield1.1%$1.00TAssets$875B0–0levelEnd-of-day Nov 13, 2026
Overlap: DEFR, SCHD, VOOToday7.6%most shared, SCHD and VOODEFRSCHDVOODEFR—0.0%0.0%SCHD0.0%—7.6%VOO0.0%7.6%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286VOO$107 − $3 = $104DEFR$0 − $79 = −$79KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee