Compare · 2 funds side by side · dividends reinvested

APMU and SCHD

APMUActivePassive×SCHDSchwab×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,428SCHD · best of the two

Story of the two · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the two · RiskSmallest drop

APMU and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.3

ActivePassive Intermediate Municipal Bond ETFBonds & Cash · Municipal0.35%2.53%+0.6%+0.9%+3.4%[…]−5.0%3.1%$259M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: APMU 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ActivePassive Intermediate Municipal Bond ETF · $259M[…]

APMU

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

APMUMeasureSCHD

+0.6%

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APMU vs SCHD: Top 5 Holdings

Today

APMU

3.1%in top 5

SCHD

in top 521.4%

APMUStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: APMU, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

APMU0.35%$35

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

Yields: APMU, SCHD

1Y

2.94%highest, SCHD

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+33.8%

+0.9%1 yearTotal return+38.8%

+3.4%3 years · per year$10,000 became $11,070 · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

2.53%Trailing 12-mo yield$253 · $294 a year on $10k2.94%

−5.0%Worst dropSmaller is better−6.9%

3.1%VolatilityLower is calmer11.8%

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

2–5SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.1%MUBnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

APMU vs SCHD Returns, Every Period

1Y

ActivePassiveAPMU

+0.9%

past year

SCHDSchwab

+38.8%

past year

APMUSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Income: APMU vs SCHD

YTD

ActivePassiveAPMU

+0.6%

SCHDSchwab

+33.8%

+0.6%Year to date+33.8%

−5.0%Worst drop · 1Y−6.9%

3.1%Volatility · 1Y11.8%

2.5%Yield2.9%

$259MAssets$122B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

SCHD2.94%$294

APMU2.53%$253

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

APMU$253 − $35 = $218

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: APMU, SCHD

Today

0.0%most shared, APMU and SCHD

APMUSCHD

APMU—0.0%

SCHD0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

APMUWorst drop−5.0%3.1% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDAPMU

+33.8%Year to date+0.6%

2.9%Yield2.5%

+38.8%Past year+0.9%

0.06%Fee0.35%

4–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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APMU and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two