SCHD vs REM5YSCHDSCHDAvsBREMREMSchwab U.S. Dividend Equity ETF · $122BiShares Mortgage Real Estate ETF · $440MReturns · dividends in+19.5%3 years · per year$17,062 · $10,345+1.1%+10.4%5 years · per year$16,428 · $7,175−6.4%Cost and income0.06%Expense ratio$6 · $48 on $10k · lower wins0.48%2.94%12-mo yield$294 · $1,160 on $10k11.60%Risk · 1 yearEnd-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B2BREMiShares Mortgage Real Estate ETFReadDesk0.48%11.60%−1.9%−18.6%−15.6%+1.1%−6.4%−26.3%$440MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B2BREMiShares Mortgage Real Estate ETFReadDesk0.48%11.60%−1.9%−18.6%−15.6%+1.1%−6.4%−26.3%$440MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: SCHD, REMToday0.0%most shared, SCHD and REMSCHDREMSCHD—0.0%REM0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SCHD vs REM5YASCHDSchwab U.S. Dividend Equity$16,428vsREMBiShares Mortgage Real Estate$7,175$10k$15kNov 2021Nov 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: SCHD, REMToday0.0%most shared, SCHD and REMSCHDREMSCHD—0.0%REM0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,112most kept, REMREM$1,160 − $48 = $1,112SCHD$294 − $6 = $288KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee