SRET vs SCHD5YSRETSRETAvsBSCHDSCHDGlobal X - SuperDividend REIT ETF · $202MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+9.4%3 years · per year$13,085 · $17,257+19.9%+0.0%5 years · per year$10,000 · $16,429+10.4%Cost and income0.58%Expense ratio$58 · $6 on $10k · lower wins0.06%9.86%12-mo yield
Overlap: SRET, SCHD, SPYToday8.5%most shared, SCHD and SPYSRETSCHDSPYSRET—0.0%0.0%SCHD0.0%—8.5%SPY0.0%8.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SRET vs SCHD5YASRETGlobal X - SuperDividend REIT$10,000vsSCHDBSchwab U.S. Dividend Equity$16,429$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$793.2B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B3ASRETGlobal X - SuperDividend REIT ETFReadDesk0.58%9.86%−1.6%−2.5%−1.8%+9.4%0.0%−15.5%$202MEnd-of-day Nov 12, 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▲▼1SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$793.2B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B3ASRETGlobal X - SuperDividend REIT ETFReadDesk0.58%9.86%−1.6%−2.5%−1.8%+9.4%0.0%−15.5%$202MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: SRET, SCHD, SPYToday8.5%most shared, SCHD and SPYSRETSCHDSPYSRET—0.0%0.0%SCHD0.0%—8.5%SPY0.0%8.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$928most kept, SRETSRET$986 − $58 = $928SCHD$293 − $6 = $287SPY$100 − $9 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee