Compare · 4 funds side by side · dividends reinvested

SCHD, CGUI, MUB and BND

SCHDSchwab×CGUICapital Group×MUBiShares×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,459SCHD · best of the four

02 / 04

SCHD, CGUI, MUB and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.8%[…][…]−0.2%0.9%$442M2.0

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.4

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.5

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.0B2.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SCHD 2011 · CGUI 2024 · MUB 2007 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$17,123

SCHD

CGUI

Capital Group Ultra Short Income ETF · $442M[…]

$10,000 three years ago, dividends reinvested

SCHDMeasureCGUI

+33.2%Year to dateJan 1 → Nov 9+3.0%

+39.1%1 yearTotal return+3.8%

+19.6%3 years · per year$10,000 became $17,123 · […][…]

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $18 a year on $10k · lower is better0.18%

2.96%Trailing 12-mo yield$296 · $382 a year on $10k3.82%

−6.9%Worst dropSmaller is better−0.2%

11.8%VolatilityLower is calmer0.9%

SCHDCGUI Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs CGUI: Top 5 Holdings

Today

SCHD

21.4%in top 5

CGUI

in top 5[…]

SCHDStockCGUI

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

SCHD vs CGUI Returns, Every Period

SchwabSCHD

+39.1%

past year

CGUICapital Group

+3.8%

past year

SCHDCGUIFaded: behind in that period

2–0SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs BND

YTD

SchwabSCHD

+33.2%

BNDVanguard

+0.0%

+33.2%Year to date+0.0%

−6.9%Worst drop · 1Y−4.5%

11.8%Volatility · 1Y4.0%

3.0%Yield4.1%

$120BAssets$161B

3–1BND wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, CGUI, MUB, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

MUB0.05%$5

SCHD0.06%$6

CGUI0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCHD, CGUI, MUB, BND

4.12%highest, BND

FundTrailing yieldYield$10k

BND4.12%$412

CGUI3.82%$382

MUB3.26%$326

SCHD2.96%$296

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

CGUI$382 − $18 = $364

MUB$326 − $5 = $321

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCHD, CGUI, MUB, BND

Today

[…]holdings […]

SCHDCGUIMUBBND

SCHD—[…][…][…]

CGUI[…]—[…][…]

MUB[…][…]—[…]

BND[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

CGUIWorst drop−0.2%0.9% vol

MUBWorst drop−6.3%3.7% vol

BNDWorst drop−4.5%4.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

BNDSCHD

+0.0%Year to date+33.2%

4.1%Yield3.0%

+0.3%Past year+39.1%

0.03%Fee0.06%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026