SRTY vs SCHD5YSRTYSRTYAvsBSCHDSCHDProShares - UltraPro Short Russell2000 · $69MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in−47.7%3 years · per year$1,428 · $17,234+19.9%−27.5%5 years · per year$1,998 · $16,418+10.4%Cost and income1.10%Expense ratio$110 · $6 on $10k · lower wins0.06%6.21%
Overlap: SRTY, SCHD, CGDVToday5.8%most shared, SCHD and CGDVSRTYSCHDCGDVSRTY—0.0%0.0%SCHD0.0%—5.8%CGDV0.0%5.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
SRTY vs SCHD5YASRTYProShares - UltraPro Short Russell2000$1,998vsSCHDBSchwab U.S. Dividend Equity$16,418$10kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2ASRTYProShares - UltraPro Short Russell2000ReadDesk1.10%6.21%−2.6%−39.4%−42.2%−47.7%−27.5%−60.9%$69M3CGDVCapital Group Dividend Value ETFReadDesk0.33%1.23%+1.2%+13.5%+15.0%+23.9%new−9.7%$38.7BEnd-of-day Nov 11, 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▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2ASRTYProShares - UltraPro Short Russell2000ReadDesk1.10%6.21%−2.6%−39.4%−42.2%−47.7%−27.5%−60.9%$69M3CGDVCapital Group Dividend Value ETFReadDesk0.33%1.23%+1.2%+13.5%+15.0%+23.9%new−9.7%$38.7BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: SRTY, SCHD, CGDVToday5.8%most shared, SCHD and CGDVSRTYSCHDCGDVSRTY—0.0%0.0%SCHD0.0%—5.8%CGDV0.0%5.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$511most kept, SRTYSRTY$621 − $110 = $511SCHD$293 − $6 = $287CGDV$123 − $33 = $90KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee