Compare · 2 funds side by side · dividends reinvested

CBLS and SCHD

CBLSChangebridge×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

CBLS and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.0

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.88%+2.3%−0.1%+15.1%+2.2%−17.9%19.4%$50M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: CBLS 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Clough Hedged Equity ETF · $50M$11,127

CBLS

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

CBLSMeasureSCHD

+2.3%Year to dateJan 1 → Nov 4+35.3%

−0.1%1 yearTotal return+41.6%

+15.1%3 years · per year$10,000 became $15,244 · $17,908+21.4%

+2.2%5 years · per year$10,000 became $11,127 · $16,881+11.0%

1.89%Expense ratio$189 · $6 a year on $10k · lower is better0.06%

0.88%Trailing 12-mo yield$88 · $291 a year on $10k2.91%

−17.9%Worst dropSmaller is better−6.9%

19.4%VolatilityLower is calmer11.5%

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

0–8SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CBLS vs SCHD: Top 5 Holdings

Today

CBLS

16.5%in top 5

SCHD

in top 521.6%

CBLSStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.4%VGnot top 5

3.4%ROLnot top 5

3.4%SNnot top 5

3.2%LNGnot top 5

3.1%UNHnot top 5

Held in common4.7%

End-of-day Nov 4, 2026 · share of each fund

CBLS vs SCHD Returns, Every Period

ChangebridgeCBLS

+2.2%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

CBLSSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: CBLS vs SCHD

YTD

ChangebridgeCBLS

+2.3%

SCHDSchwab

+35.3%

+2.3%Year to date+35.3%

−17.9%Worst drop · 1Y−6.9%

19.4%Volatility · 1Y11.5%

0.9%Yield2.9%

$50.0MAssets$121B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CBLS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CBLS1.89%$189

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CBLS, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

CBLS0.88%$88

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

CBLS$88 − $189 = −$101

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CBLS, SCHD

Today

4.7%most shared, CBLS and SCHD

CBLSSCHD

CBLS—4.7%

SCHD4.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

CBLSWorst drop−17.9%19.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCBLS

+35.3%Year to date+2.3%

2.9%Yield0.9%

+41.6%Past year−0.1%

0.06%Fee1.89%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026