SRET vs SCHD

ASRET

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SCHD $16,459

Lowest cost0.03%VOO · $3 on $10k

Most income9.52%SRET · $952 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%SRET and SCHD

SRET

SCHD

Global X - SuperDividend REIT ETF · $203MSchwab U.S. Dividend Equity ETF · $122B

+10.6%3 years · per year$13,512 · $17,123+19.6%

+0.6%5 years · per year$10,288 · $16,459+10.5%

0.58%Expense ratio$58 · $6 on $10k · lower wins0.06%

9.52%12-mo yield$952 · $296 on $10k2.96%

−15.5%Worst dropSmaller wins−6.9%

13.1%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSRET · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ASRET	Global X - SuperDividend REIT ETFRead Desk	0.58%	9.52%	+1.4%	+1.0%	+3.4%	+10.6%	+0.6%	−15.5%	$203M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	ASRET	Global X - SuperDividend REIT ETFRead Desk	0.58%	9.52%	+1.4%	+1.0%	+3.4%	+10.6%	+0.6%	−15.5%	$203M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SRET vs SCHD

SRET

Global X - SuperDividend REIT

$10,288

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureSRETSCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield9.52%2.96%

5 years, per year+0.6%+10.5%

3 years, per year+10.6%+19.6%

Worst drop · 1Y−15.5%−6.9%

Volatility · 1Y13.1%11.8%

5–1measures won
SCHD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: SRET, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

SRETSCHDVOO

SRET—0.0%0.0%

SCHD0.0%—7.6%

VOO0.0%7.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$894most kept, SRET

SRET$952 − $58 = $894

SCHD$296 − $6 = $290

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee