Income582 funds · $1.01T
Top YTD · 20 of 582YTD
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UDISCHDVOO
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UDI is #62 of 582 this yearShow all 582

SCHD vs UDI

YTD
SCHDSchwabUDIUSCF
Year to date
SCHD wins+14.4 pts
Past year
SCHD wins+13.3 pts
Fee
SCHD winslower fee
Yield
SCHD wins+0.4 pts
AUM
SCHD43206.3× more
4–0SCHD wins
SCHD and UDI · year-to-date · as of Nov 7, 2026 · AUM not scored
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UDI vs S&P 500

3Y$36.76 · −0.5% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+50%+76.6%S&P 500 +80.8%Nov 1, 2023Nov 6, 2026
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return−0.5%+3.4%−0.2%+17.0%+23.7%+76.6%—+72.7%
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%
USCF UDI and Vanguard VOO · total return, dividends in · as of Nov 7, 2026
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UDI’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
6UDIUSCF Dividend Income ETFThis fund0.65%2.6%−0.5%+17.0%+23.7%$2.8M
#50 of 324 this year · #245 cheapest of 402 · sorted by assetsOpen the Income table →
UDI and its peer group · total return · as of Nov 7, 2026
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Cards for This View

UDI’s Top 10 Holdings

Today
31.5%of UDI sits in these 10
10Y6X.LMedtronic3.84%
2JNJJohnson & Johnson3.70%
3ABBVAbbvie3.56%
4EWBCEast West Bancorp3.38%
5LAMRLamar Advertising -A3.18%
6PSXPhillips 662.87%
7CNQ.TOCanadian Natural Resources2.80%
8EXCExelon2.78%
9VZVerizon Communications2.72%
10NVSNovartis Ag-Sponsored2.71%
USCF UDI · weight in the fund · as of Nov 6, 2026
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SCHD vs UDI

YTD
SCHDSchwabUDIUSCF
Year to date
SCHD wins+14.4 pts
Past year
SCHD wins+13.3 pts
Fee
SCHD winslower fee
Yield
SCHD wins+0.4 pts
AUM
SCHD43206.3× more
4–0SCHD wins
SCHD and UDI · year-to-date · as of Nov 7, 2026 · AUM not scored
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UDI vs Peer Average

YTD
UDIAvsBPeer average
1D−0.5%−0.1%
1M+3.4%−0.8%
3M−0.2%−2.9%
YTD+17.0%+8.4%
1Y+23.7%+11.3%
3Y+76.6%+57.1%
5Y[…]+48.7%
5–1UDI wins
401 Dividend stocks peers · each row scaled to its leader
@TheETFTracker·theetftracker.com