Compare · 2 funds side by side · dividends reinvested

BBLU and SCHD

BBLUBridgeway×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

BBLU and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.1

EA Bridgeway Blue Chip ETFUnsorted0.15%1.11%+12.8%+13.7%+24.1%[…]−7.2%12.0%$482M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: BBLU 1997 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

EA Bridgeway Blue Chip ETF · $482M[…]

BBLU

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 18.7% in common

BBLUMeasureSCHD

+12.8%Year to dateJan 1 → Nov 5+32.3%

+13.7%1 yearTotal return+38.7%

+24.1%3 years · per year$10,000 became $19,101 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

1.11%Trailing 12-mo yield$111 · $298 a year on $10k2.98%

−7.2%Worst dropSmaller is better−6.9%

12.0%VolatilityLower is calmer11.7%

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

1–6SCHD wins

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

More Ways to See the Pairs

BBLU vs SCHD: Top 5 Holdings

Today

BBLU

17.5%in top 5

SCHD

in top 521.7%

BBLUStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.8%AAPLnot top 5

3.7%JPMnot top 5

3.4%MSFTnot top 5

3.3%PLTRnot top 5

3.3%NVDAnot top 5

Held in common18.7%

End-of-day Nov 5, 2026 · share of each fund

BBLU vs SCHD Returns, Every Period

BridgewayBBLU

+13.7%

past year

SCHDSchwab

+38.7%

past year

BBLUSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: BBLU vs SCHD

YTD

BridgewayBBLU

+12.8%

SCHDSchwab

+32.3%

+12.8%Year to date+32.3%

−7.2%Worst drop · 1Y−6.9%

12.0%Volatility · 1Y11.7%

1.1%Yield3.0%

$482MAssets$120B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BBLU, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BBLU0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BBLU, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

BBLU1.11%$111

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

BBLU$111 − $15 = $96

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BBLU, SCHD

Today

18.7%most shared, BBLU and SCHD

BBLUSCHD

BBLU—18.7%

SCHD18.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

BBLUWorst drop−7.2%12.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDBBLU

+32.3%Year to date+12.8%

3.0%Yield1.1%

+38.7%Past year+13.7%

0.06%Fee0.15%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026