Compare CWB and SCHD | ETF Tracker

CWB 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%$123B1.0

State Street SPDR Bloomberg Convertible Securities ETFBonds & Cash · Other bonds0.40%1.80%+6.5%+2.2%+15.3%+3.6%−15.4%17.8%$5.3B2.0

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: CWB 2009 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Bloomberg Convertible Securities ETF · $5.3B$11,943

CWB

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CWBMeasureSCHD

+6.5%Year to dateJan 1 → Nov 4+35.3%

+2.2%1 yearTotal return+41.6%

+15.3%3 years · per year$10,000 became $15,346 · $17,908+21.4%

+3.6%5 years · per year$10,000 became $11,943 · $16,881+11.0%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

1.80%Trailing 12-mo yield$180 · $291 a year on $10k2.91%

−15.4%Worst dropSmaller is better−6.9%

17.8%VolatilityLower is calmer11.5%

CWBSCHD 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

CWB vs SCHD: Top 5 Holdings

Today

CWB

9.4%in top 5

SCHD

in top 521.6%

CWBStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.2%METAMnot top 5

2.0%GOOGMnot top 5

2.0%GOOGNnot top 5

1.1%WFC-PLnot top 5

1.1%SMCIPnot top 5

Held in common0.0%

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

CWB vs SCHD Returns, Every Period

5Y

SPDRCWB

+3.6%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

CWBSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: CWB vs SCHD

YTD

SPDRCWB

+6.5%

SCHDSchwab

+35.3%

+6.5%Year to date+35.3%

−15.4%Worst drop · 1Y−6.9%

17.8%Volatility · 1Y11.5%

1.8%Yield2.9%

$5.3BAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: CWB, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CWB0.40%$40

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

Yields: CWB, SCHD

1Y

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

CWB1.80%$180

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

Income After Fees on $10,000

1Y

$285most kept, SCHD

SCHD$291 − $6 = $285

CWB$180 − $40 = $140

KeptFee

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

Overlap: CWB, SCHD

Today

0.0%most shared, CWB and SCHD

CWBSCHD

CWB—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

CWBWorst drop−15.4%17.8% vol

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

Paid More vs Made More

YTD

SCHDCWB

+35.3%Year to date+6.5%

2.9%Yield1.8%

+41.6%Past year+2.2%

0.06%Fee0.40%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026