UDN vs SCHD5YUDNUDNAvsBSCHDSCHDInvesco DB US Dollar Index Bearish Fund · $92MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+2.6%3 years · per year$10,813 · $17,374+20.2%−0.4%5 years · per year$9,799 · $16,418+10.4%Cost and income0.77%Expense ratio$77 · $6 on $10k · lower wins0.06%3.05%
Overlap: UDN, SCHD, VTVToday17.9%most shared, SCHD and VTVUDNSCHDVTVUDN—0.0%0.0%SCHD0.0%—17.9%VTV0.0%17.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
UDN vs SCHD5YAUDNInvesco DB US Dollar Index Bearish Fund$9,799vsSCHDBSchwab U.S. Dividend Equity$16,418$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▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3AUDNInvesco DB US Dollar Index Bearish FundReadDesk0.77%3.05%−0.2%−3.7%−2.3%+2.6%−0.4%−6.2%$92MEnd-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▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B3AUDNInvesco DB US Dollar Index Bearish FundReadDesk0.77%3.05%−0.2%−3.7%−2.3%+2.6%−0.4%−6.2%$92MEnd-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
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV 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%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: UDN, SCHD, VTVToday17.9%most shared, SCHD and VTVUDNSCHDVTVUDN—0.0%0.0%SCHD0.0%—17.9%VTV0.0%17.9%—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 = $286UDN$305 − $77 = $228VTV$181 − $3 = $178KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee