Income582 funds · $1.01T
Top YTD · 20 of 582YTD
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UDISCHDVOO
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UDI is #60 of 582 this yearShow all 582

SCHD vs UDI

YTD
SCHDSchwabUDIUSCF
Year to date
SCHD wins+14.7 pts
Past year
SCHD wins+13.8 pts
Fee
SCHD winslower fee
Yield
SCHD wins+0.4 pts
AUM
SCHD43380.3× more
4–0SCHD wins
SCHD and UDI · year-to-date · as of Nov 6, 2026 · AUM not scored
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UDI vs SCHD

YTD$36.96 · −2.1% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareSCHD+ S&P 500+ Peer avg+ Add a fund
0%+20%+17.6%SCHD +32.3%Dec 31, 2025Nov 5, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return−2.1%+4.9%+0.7%+17.6%+24.9%+78.6%—+73.6%
Peer average−2.2%−0.5%−2.8%+8.7%+12.2%+59.0%+49.2%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
USCF UDI and SCHD · total return, dividends in · as of Nov 6, 2026
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UDI’s Peers

YTDDividend Stocks · 6 largest
#Trend
1SCHDSchwab U.S. Dividend Equity ETFReadVersus0.06%3.0%−2.2%+32.3%+38.7%$123B
2VIGVanguard Dividend Appreciation ETFReadVersus0.04%1.5%−3.3%+12.5%+15.2%$109B
3VYMVanguard High Dividend Yield ETFReadVersus0.04%2.3%−3.3%+13.3%+17.7%$78.9B
4DGROiShares Core Dividend Growth ETFReadVersus0.08%1.9%−2.8%+17.2%+21.2%$46.1B
5CGDVCapital Group Dividend Value ETFReadVersus0.33%1.3%−4.3%+9.7%+13.2%$39.0B
6UDIUSCF Dividend Income ETFThis fund0.65%2.6%−2.1%+17.6%+24.9%$2.8M
#51 of 324 this year · #245 cheapest of 402 · sorted by assetsOpen the Income table →
UDI and its peer group · total return · as of Nov 6, 2026
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Cards for This View

UDI’s Top 10 Holdings

Today
31.5%of UDI sits in these 10
10Y6X.LMedtronic3.76%
2JNJJohnson & Johnson3.67%
3ABBVAbbvie3.56%
4EWBCEast West Bancorp3.43%
5LAMRLamar Advertising -A3.13%
6PSXPhillips 662.96%
7CNQ.TOCanadian Natural Resources2.78%
8GILDGilead Sciences2.75%
9STTState Street2.73%
10NVSNovartis Ag-Sponsored2.71%
USCF UDI · weight in the fund · as of Nov 5, 2026
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SCHD vs UDI

YTD
SCHDSchwabUDIUSCF
Year to date
SCHD wins+14.7 pts
Past year
SCHD wins+13.8 pts
Fee
SCHD winslower fee
Yield
SCHD wins+0.4 pts
AUM
SCHD43380.3× more
4–0SCHD wins
SCHD and UDI · year-to-date · as of Nov 6, 2026 · AUM not scored
@TheETFTracker·theetftracker.com

UDI vs Peer Average

YTD
UDIAvsBPeer average
1D−2.1%−2.2%
1M+4.9%−0.5%
3M+0.7%−2.8%
YTD+17.6%+8.7%
1Y+24.9%+12.2%
3Y+78.6%+59.0%
5Y[…]+49.2%
6–0UDI wins
401 Dividend stocks peers · each row scaled to its leader
@TheETFTracker·theetftracker.com