Compare · 3 funds side by side · dividends reinvested

DUSB, SCHD and SGOV

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

02 / 04

DUSB, SCHD and SGOV, 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%$123B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.9

Dimensional Ultrashort Fixed Income ETFBonds & Cash · Ultra-short0.15%3.92%+3.1%+3.7%+4.9%[…]−0.2%0.6%$2.8B2.3

Rank among the three1st → 3rdFee, 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: DUSB 2023 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional Ultrashort Fixed Income ETF · $2.8B[…]

DUSB

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,086

$10,000 five years ago, dividends reinvested

DUSBMeasureSGOV

+3.1%Year to dateJan 1 → Nov 4+3.1%

+3.7%1 yearTotal return+3.7%

+4.9%3 years · per year$10,000 became $11,527 · $11,419+4.5%

[…]5 years · per year$10,000 became […] · $12,086+3.9%

0.15%Expense ratio$15 · $9 a year on $10k · lower is better0.09%

3.92%Trailing 12-mo yield$392 · $363 a year on $10k3.63%

−0.2%Worst dropSmaller is better0.0%

0.6%VolatilityLower is calmer0.2%

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

2–3SGOV wins

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

More Ways to See the Pairs

DUSB vs SGOV: Top 5 Holdings

Today

DUSB

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

DUSB vs SGOV Returns, Every Period

DimensionalDUSB

+3.7%

past year

SGOViShares

+3.7%

past year

DUSBSGOVFaded: behind in that period

1–0DUSB wins

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

DUSB vs SGOV

YTD

DimensionalDUSB

+3.1%

SGOViShares

+3.1%

+3.1%Year to date+3.1%

−0.2%Worst drop · 1Y+0.0%

0.6%Volatility · 1Y0.2%

3.9%Yield3.6%

$2.8BAssets$117B

2–1SGOV wins

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

Cost, Income and Risk

Fees: DUSB, SCHD, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

DUSB0.15%$15

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

Yields: DUSB, SCHD, SGOV

3.92%highest, DUSB

FundTrailing yieldYield$10k

DUSB3.92%$392

SGOV3.63%$363

SCHD2.91%$291

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

Income After Fees on $10,000

$377most kept, DUSB

DUSB$392 − $15 = $377

SGOV$363 − $9 = $354

SCHD$291 − $6 = $285

KeptFee

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

Overlap: DUSB, SCHD, SGOV

Today

[…]holdings […]

DUSBSCHDSGOV

DUSB—[…][…]

SCHD[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SGOVWorst drop0.0%0.2% vol

DUSBWorst drop−0.2%0.6% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

DUSBSCHD

+3.1%Year to date+35.3%

3.9%Yield2.9%

+3.7%Past year+41.6%

0.15%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL 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