UDI vs SCHD5YUDIUDIAvsBSCHDSCHDUSCF Dividend Income ETF · $3MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+20.7%3 years · per year$17,563 · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%2.57%12-mo yield$257 · $292 on $10k2.92%
Overlap: UDI, SCHD, VYMToday21.9%most shared, SCHD and VYMUDISCHDVYMUDI—12.6%17.1%SCHD12.6%—21.9%VYM17.1%21.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
UDI vs SCHD5YAUDIUSCF Dividend Income[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureUDISCHDFee0.65%0.06%Cost on $10k a year$65$6Yield2.57%2.92%5 years, per year[…]+10.4%3 years, per year+20.7%+20.2%Worst drop · 1Y−6.5%−6.9%Volatility · 1Y10.3%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%−0.1%+17.0%+18.3%+20.4%+11.5%−6.7%$78.9B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B3AUDIUSCF Dividend Income ETFReadDesk0.65%2.57%+0.3%+19.5%+22.8%+20.7%new−6.5%$3MEnd-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▲▼1VYMVanguard High Dividend Yield ETFReadDesk0.04%2.23%−0.1%+17.0%+18.3%+20.4%+11.5%−6.7%$78.9B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B3AUDIUSCF Dividend Income ETFReadDesk0.65%2.57%+0.3%+19.5%+22.8%+20.7%new−6.5%$3MEnd-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
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
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: UDI, SCHD, VYMToday21.9%most shared, SCHD and VYMUDISCHDVYMUDI—12.6%17.1%SCHD12.6%—21.9%VYM17.1%21.9%—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 = $286VYM$223 − $4 = $219UDI$257 − $65 = $192KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee