Income582 funds · $1.01T
Top YTD · 20 of 582YTD
Compare tray · 3
DEFRSCHDVOO
Compare 3 funds →
Your desk · 0 saved viewsOpen
Save view, at the bottom, keeps this one here
DEFR is #400 of 582 this yearShow all 582

SCHD vs DEFR

YTD
SCHDSchwabDEFRAptus
Year to date
SCHD wins+32.2 pts
Past year
SCHD wins+36.7 pts
Fee
SCHD winslower fee
Yield
SCHD wins+3.0 pts
AUM
SCHD746.7× more
4–0SCHD wins
SCHD and DEFR · year-to-date · as of Nov 7, 2026 · AUM not scored
@TheETFTracker·theetftracker.com

DEFR vs S&P 500

MAX$26.49 · +0.1% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+20%+6.0%S&P 500 +27.4%May 14, 2025Nov 6, 2026
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return+0.1%+1.5%−0.4%−0.8%+0.3%——+6.0%
Peer average−0.1%−0.8%−2.9%+8.4%+11.3%+57.1%+48.7%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Aptus DEFR and Vanguard VOO · total return, dividends in · as of Nov 7, 2026
@TheETFTracker·theetftracker.com

DEFR’s Peers

YTDDividend Stocks · 6 largest
#Trend
1SCHDSchwab U.S. Dividend Equity ETFReadVersus0.06%3.0%−0.7%+31.4%+37.0%$120B
2VIGVanguard Dividend Appreciation ETFReadVersus0.04%1.5%−0.4%+12.1%+14.3%$109B
3VYMVanguard High Dividend Yield ETFReadVersus0.04%2.3%−0.5%+12.8%+16.5%$78.9B
4DGROiShares Core Dividend Growth ETFReadVersus0.08%1.9%−0.6%+16.6%+20.3%$44.7B
5CGDVCapital Group Dividend Value ETFReadVersus0.33%1.3%−0.1%+9.6%+12.9%$37.9B
6DEFRETF Series Solutions - Aptus Deferred Income ETFThis fund0.79%—+0.1%−0.8%+0.3%$161M
#293 of 324 this year · #302 cheapest of 402 · sorted by assetsOpen the Income table →
DEFR and its peer group · total return · as of Nov 7, 2026
@TheETFTracker·theetftracker.com

Cards for This View

DEFR’s Top 10 Holdings

Today

DEFR reports no holdings we can show: […]

@TheETFTracker·theetftracker.com

DEFR vs Peer Average

YTD
DEFRAvsBPeer average
1D+0.1%−0.1%
1M+1.5%−0.8%
3M−0.4%−2.9%
YTD−0.8%+8.4%
1Y+0.3%+11.3%
3Y[…]+57.1%
5Y[…]+48.7%
3–2DEFR wins
401 Dividend stocks peers · each row scaled to its leader
@TheETFTracker·theetftracker.com

SCHD vs DEFR

YTD
SCHDSchwabDEFRAptus
Year to date
SCHD wins+32.2 pts
Past year
SCHD wins+36.7 pts
Fee
SCHD winslower fee
Yield
SCHD wins+3.0 pts
AUM
SCHD746.7× more
4–0SCHD wins
SCHD and DEFR · year-to-date · as of Nov 7, 2026 · AUM not scored
@TheETFTracker·theetftracker.com