Compare · 3 funds side by side · dividends reinvested

CLOB, SCHD and BND

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

02 / 04

CLOB, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck AA-BB CLO ETFBonds & Cash · Corporate0.45%6.04%+3.7%+4.6%[…][…]−2.0%2.8%$200M1.7

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

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.1

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: CLOB 2024 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

VanEck AA-BB CLO ETF · $200M[…]

CLOB

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested

CLOBMeasureSCHD

+3.7%Year to dateJan 1 → Nov 9+33.2%

+4.6%1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

6.04%Trailing 12-mo yield$604 · $296 a year on $10k2.96%

−2.0%Worst dropSmaller is better−6.9%

2.8%VolatilityLower is calmer11.8%

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

3–3Level

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

More Ways to See the Pairs

CLOB vs SCHD: Top 5 Holdings

Today

CLOB

[…]in top 5

SCHD

in top 521.4%

CLOBStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common[…]

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

CLOB vs SCHD Returns, Every Period

VanEckCLOB

+4.6%

past year

SCHDSchwab

+39.1%

past year

CLOBSCHDFaded: behind in that period

0–2SCHD wins

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

CLOB vs BND

YTD

VanEckCLOB

+3.7%

BNDVanguard

+0.0%

+3.7%Year to date+0.0%

−2.0%Worst drop · 1Y−4.5%

2.8%Volatility · 1Y4.0%

6.0%Yield4.1%

$200MAssets$161B

4–0CLOB wins

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

Cost, Income and Risk

Fees: CLOB, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

CLOB0.45%$45

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

Yields: CLOB, SCHD, BND

6.04%highest, CLOB

FundTrailing yieldYield$10k

CLOB6.04%$604

BND4.12%$412

SCHD2.96%$296

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

Income After Fees on $10,000

$559most kept, CLOB

CLOB$604 − $45 = $559

BND$412 − $3 = $409

SCHD$296 − $6 = $290

KeptFee

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

Overlap: CLOB, SCHD, BND

Today

[…]holdings […]

CLOBSCHDBND

CLOB—[…][…]

SCHD[…]—[…]

BND[…][…]—

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

CLOBWorst drop−2.0%2.8% vol

BNDWorst drop−4.5%4.0% 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

CLOBSCHD

+3.7%Year to date+33.2%

6.0%Yield3.0%

+4.6%Past year+39.1%

0.45%Fee0.06%

3–1SCHD wins

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

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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