Income582 funds · $1.01T
Top YTD · 20 of 582YTD
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DEFRSCHDVOO
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DEFR is #398 of 582 this yearShow all 582

SCHD vs DEFR

YTD
SCHDSchwabDEFRAptus
Year to date
SCHD wins+35.3 pts
Past year
SCHD wins+40.8 pts
Fee
SCHD winslower fee
Yield
SCHD wins+2.9 pts
AUM
SCHD763.9× more
4–0SCHD wins
SCHD and DEFR · year-to-date · as of Nov 5, 2026 · AUM not scored
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DEFR vs S&P 500

YTD$26.70 · +0.8% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+10%−0.9%S&P 500 +8.4%Dec 31, 2025Nov 5, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.8%+2.5%+0.3%0.0%+0.8%——+6.8%
Peer average+1.3%+1.1%−0.2%+11.0%+13.9%+63.0%+52.8%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Aptus DEFR and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
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DEFR’s Peers

YTDDividend Stocks · 6 largest
#Trend
1SCHDSchwab U.S. Dividend Equity ETFReadVersus0.06%2.9%+1.9%+35.3%+41.6%$123B
2VIGVanguard Dividend Appreciation ETFReadVersus0.04%1.4%+2.1%+16.4%+18.9%$109B
3VYMVanguard High Dividend Yield ETFReadVersus0.04%2.2%+1.2%+17.2%+21.2%$78.9B
4DGROiShares Core Dividend Growth ETFReadVersus0.08%1.8%+2.2%+20.6%+24.5%$46.1B
5CGDVCapital Group Dividend Value ETFReadVersus0.33%1.2%+1.4%+14.6%+17.5%$39.0B
6DEFRETF Series Solutions - Aptus Deferred Income ETFThis fund0.79%—+0.8%0.0%+0.8%$161M
#287 of 324 this year · #302 cheapest of 402 · sorted by assetsOpen the Income table →
DEFR and its peer group · total return · as of Nov 5, 2026
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Cards for This View

DEFR’s Top 10 Holdings

Today

DEFR reports no holdings we can show: […]

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DEFR vs Peer Average

YTD
DEFRAvsBPeer average
1D+0.8%+1.3%
1M+2.5%+1.1%
3M+0.3%−0.2%
YTD0.0%+11.0%
1Y+0.8%+13.9%
3Y[…]+63.0%
5Y[…]+52.8%
2–3Peer average wins
401 Dividend stocks peers · each row scaled to its leader
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SCHD vs DEFR

YTD
SCHDSchwabDEFRAptus
Year to date
SCHD wins+35.3 pts
Past year
SCHD wins+40.8 pts
Fee
SCHD winslower fee
Yield
SCHD wins+2.9 pts
AUM
SCHD763.9× more
4–0SCHD wins
SCHD and DEFR · year-to-date · as of Nov 5, 2026 · AUM not scored
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