SCHD vs SAMT5YSCHDSCHDAvsBSAMTSAMTSchwab U.S. Dividend Equity ETF · $124BStrategas Macro Thematic Opportunities ETF · $771MReturns · dividends in+20.2%3 years · per year$17,374 · $18,348+22.4%+10.4%5 years · per year$16,418 · […][…]Cost and income0.06%Expense ratio$6 · $66 on $10k · lower wins0.66%2.92%12-mo yield$292 · $67 on $10k
Overlap: SCHD, SAMT, DGROToday22.5%most shared, SAMT and DGROSCHDSAMTDGROSCHD—8.4%21.1%SAMT8.4%—22.5%DGRO21.1%22.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SCHD vs SAMT5YASCHDSchwab U.S. Dividend Equity$16,418vsSAMTBStrategas Macro Thematic Opportunities[…]MeasureSCHDSAMTFee0.06%0.66%Cost on $10k a year$6$66Yield2.92%0.67%5 years, per year+10.4%[…]3 years, per year+20.2%+22.4%Worst drop · 1Y−6.9%−16.6%Volatility · 1Y11.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1DGROiShares Core Dividend Growth ETFReadDesk0.08%1.82%+0.2%+19.9%+21.1%+20.9%+11.3%−6.5%$45.9B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B3BSAMTStrategas Macro Thematic Opportunities ETFReadDesk0.66%0.67%+0.1%+5.3%+7.7%+22.4%new−16.6%$771MEnd-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▲▼1DGROiShares Core Dividend Growth ETFReadDesk0.08%1.82%+0.2%+19.9%+21.1%+20.9%+11.3%−6.5%$45.9B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B3BSAMTStrategas Macro Thematic Opportunities ETFReadDesk0.66%0.67%+0.1%+5.3%+7.7%+22.4%new−16.6%$771MEnd-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$109B2–0SCHD winsEnd-of-day Nov 13, 2026
DGRO vs VIGYTDiSharesDGROiSA+19.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.9%+16.0%+19.9%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: SCHD, SAMT, DGROToday22.5%most shared, SAMT and DGROSCHDSAMTDGROSCHD—8.4%21.1%SAMT8.4%—22.5%DGRO21.1%22.5%—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 = $286DGRO$182 − $8 = $174SAMT$67 − $66 = $1KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee