Compare · 3 funds side by side · dividends reinvested

CGUI, SCHD and MUB

CGUICapital Group×SCHDSchwab×MUBiShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeCGUI · 3.82% · $382 a year on $10k

Story of the three · RiskSmallest drop

CGUI, SCHD and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.7%[…][…]−0.2%0.9%$442M1.7

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.9

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.31%−0.7%−0.4%+3.1%+0.5%−6.3%3.9%$54.2B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: CGUI 2024 · SCHD 2011 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CGUI

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested

CGUIMeasure

More Ways to See the Pairs

CGUI vs SCHD: Top 5 Holdings

Today

CGUI

[…]in top 5

SCHD

in top 521.8%

CGUIStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: CGUI, SCHD, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SCHD0.06%$6

CGUI0.18%$18

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: CGUI, SCHD, MUB

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

SCHD

+3.0%Year to dateJan 1 → Nov 13+34.9%

+3.7%1 yearTotal return+37.5%

[…]3 years · per year$10,000 became […] · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.18%Expense ratio$18 · $6 a year on $10k · lower is better0.06%

3.82%Trailing 12-mo yield$382 · $292 a year on $10k2.92%

−0.2%Worst dropSmaller is better−6.9%

0.9%VolatilityLower is calmer11.7%

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

3–3Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

CGUI vs SCHD Returns, Every Period

1Y

Capital GroupCGUI

+3.7%

past year

SCHDSchwab

+37.5%

past year

CGUISCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

CGUI vs MUB

YTD

Capital GroupCGUI

+3.0%

MUBiShares

−0.7%

+3.0%Year to date−0.7%

−0.2%Worst drop · 1Y−6.3%

0.9%Volatility · 1Y3.9%

3.8%Yield3.3%

$442MAssets$54.2B

4–0CGUI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

3.82%highest, CGUI

FundTrailing yieldYield$10k

CGUI3.82%$382

MUB3.31%$331

SCHD2.92%$292

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$364most kept, CGUI

CGUI$382 − $18 = $364

MUB$331 − $5 = $326

SCHD$292 − $6 = $286

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: CGUI, SCHD, MUB

Today

[…]holdings […]

CGUISCHDMUB

CGUI—[…][…]

SCHD[…]—[…]

MUB[…][…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

CGUIWorst drop−0.2%0.9% vol

MUBWorst drop−6.3%3.9% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

CGUISCHD

+3.0%Year to date+34.9%

3.8%Yield2.9%

+3.7%Past year+37.5%

0.18%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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CGUI, SCHD and MUB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three