Compare · 3 funds side by side · dividends reinvested

FTRB, SCHD and SGOV

FTRBFederated Hermes×SCHDSchwab×SGOViShares×

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

02 / 04

FTRB, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.8

Federated Hermes Total Return Bond ETFBonds & Cash · Core aggregate0.50%4.37%−0.3%+0.2%[…][…]−4.6%3.7%$740M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: FTRB 2024 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Federated Hermes Total Return Bond ETF · $740M[…]

FTRB

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

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

FTRBMeasureSCHD

−0.3%Year to dateJan 1 → Nov 9+33.2%

+0.2%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%

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

4.37%Trailing 12-mo yield$437 · $296 a year on $10k2.96%

−4.6%Worst dropSmaller is better−6.9%

3.7%VolatilityLower is calmer11.8%

FTRBSCHD 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

FTRB vs SCHD: Top 5 Holdings

Today

FTRB

21.6%in top 5

SCHD

in top 521.4%

FTRBStockSCHD

13.0%MBBnot top 5

7.3%VMBSnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

1.3%FUSDnot top 5

Held in common0.0%

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

FTRB vs SCHD Returns, Every Period

Federated HermesFTRB

+0.2%

past year

SCHDSchwab

+39.1%

past year

FTRBSCHDFaded: behind in that period

0–2SCHD wins

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

FTRB vs SGOV

YTD

Federated HermesFTRB

−0.3%

SGOViShares

+3.2%

−0.3%Year to date+3.2%

−4.6%Worst drop · 1Y+0.0%

3.7%Volatility · 1Y0.2%

4.4%Yield3.6%

$740MAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: FTRB, SCHD, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

FTRB0.50%$50

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

Yields: FTRB, SCHD, SGOV

4.37%highest, FTRB

FundTrailing yieldYield$10k

FTRB4.37%$437

SGOV3.63%$363

SCHD2.96%$296

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

Income After Fees on $10,000

$387most kept, FTRB

FTRB$437 − $50 = $387

SGOV$363 − $9 = $354

SCHD$296 − $6 = $290

KeptFee

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

Overlap: FTRB, SCHD, SGOV

Today

0.0%most shared, FTRB and SCHD

FTRBSCHDSGOV

FTRB—0.0%[…]

SCHD0.0%—[…]

SGOV[…][…]—

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

SGOVWorst drop0.0%0.2% vol

FTRBWorst drop−4.6%3.7% 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

FTRBSCHD

−0.3%Year to date+33.2%

4.4%Yield3.0%

+0.2%Past year+39.1%

0.50%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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

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