Compare · 3 funds side by side · dividends reinvested

BBCB, SCHD and SGOV

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

02 / 04

BBCB, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.9

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$116B2.0

JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETFBonds & Cash · Corporate0.04%5.19%−0.4%+1.1%+5.0%−0.4%−4.6%4.6%$57M2.1

Rank among the three1st → 3rdFee, 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: BBCB 2018 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF · $57M$9,823

BBCB

SGOV

iShares 0-3 Month Treasury Bond ETF · $116B$12,091

$10,000 five years ago, dividends reinvested

BBCBMeasureSGOV

−0.4%Year to dateJan 1 → Nov 9+3.2%

+1.1%1 yearTotal return+3.8%

+5.0%3 years · per year$10,000 became $11,564 · $11,417+4.5%

−0.4%5 years · per year$10,000 became $9,823 · $12,091+3.9%

0.04%Expense ratio$4 · $9 a year on $10k · lower is better0.09%

5.19%Trailing 12-mo yield$519 · $363 a year on $10k3.63%

−4.6%Worst dropSmaller is better0.0%

4.6%VolatilityLower is calmer0.2%

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

3–5SGOV wins

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

More Ways to See the Pairs

BBCB vs SGOV: Top 5 Holdings

Today

BBCB

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

BBCB vs SGOV Returns, Every Period

J.P. MorganBBCB

−0.4%

5 years, per year

SGOViShares

+3.9%

5 years, per year

BBCBSGOVFaded: behind in that period

1–3SGOV wins

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

BBCB vs SGOV

YTD

J.P. MorganBBCB

−0.4%

SGOViShares

+3.2%

−0.4%Year to date+3.2%

−4.6%Worst drop · 1Y+0.0%

4.6%Volatility · 1Y0.2%

5.2%Yield3.6%

$56.8MAssets$116B

3–1SGOV wins

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

Cost, Income and Risk

Fees: BBCB, SCHD, SGOV

Today

0.04%lowest, BBCB

FundExpense ratioFee$10k

BBCB0.04%$4

SCHD0.06%$6

SGOV0.09%$9

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

Yields: BBCB, SCHD, SGOV

5.19%highest, BBCB

FundTrailing yieldYield$10k

BBCB5.19%$519

SGOV3.63%$363

SCHD2.96%$296

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

Income After Fees on $10,000

$515most kept, BBCB

BBCB$519 − $4 = $515

SGOV$363 − $9 = $354

SCHD$296 − $6 = $290

KeptFee

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

Overlap: BBCB, SCHD, SGOV

Today

[…]holdings […]

BBCBSCHDSGOV

BBCB—[…][…]

SCHD[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SGOVWorst drop0.0%0.2% vol

BBCBWorst drop−4.6%4.6% 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

BBCBSCHD

−0.4%Year to date+33.2%

5.2%Yield3.0%

+1.1%Past year+39.1%

0.04%Fee0.06%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

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