Compare · 3 funds side by side · dividends reinvested

HBDC, SCHD and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

HBDC, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$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

Hilton BDC Corporate Bond ETFBonds & Cash · Corporate0.39%5.12%+1.6%+2.8%[…][…]−3.0%3.0%$91M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: HBDC 2025 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Hilton BDC Corporate Bond ETF · $91M[…]

HBDC

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested

HBDCMeasureSCHD

+1.6%Year to dateJan 1 → Nov 6+31.4%

+2.8%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

5.12%Trailing 12-mo yield$512 · $300 a year on $10k3.00%

−3.0%Worst dropSmaller is better−6.9%

3.0%VolatilityLower is calmer11.7%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HBDC vs SCHD: Top 5 Holdings

Today

HBDC

[…]in top 5

SCHD

in top 521.4%

HBDCStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

HBDC vs SCHD Returns, Every Period

HiltonHBDC

+2.8%

past year

SCHDSchwab

+37.0%

past year

HBDCSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

HBDC vs SGOV

YTD

HiltonHBDC

+1.6%

SGOViShares

+3.2%

+1.6%Year to date+3.2%

−3.0%Worst drop · 1Y+0.0%

3.0%Volatility · 1Y0.2%

5.1%Yield3.6%

$90.7MAssets$117B

3–1SGOV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HBDC, SCHD, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

HBDC0.39%$39

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HBDC, SCHD, SGOV

5.12%highest, HBDC

FundTrailing yieldYield$10k

HBDC5.12%$512

SGOV3.63%$363

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$473most kept, HBDC

HBDC$512 − $39 = $473

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HBDC, SCHD, SGOV

Today

[…]holdings […]

HBDCSCHDSGOV

HBDC—[…][…]

SCHD[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SGOVWorst drop0.0%0.2% vol

HBDCWorst drop−3.0%3.0% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

HBDCSCHD

+1.6%Year to date+31.4%

5.1%Yield3.0%

+2.8%Past year+37.0%

0.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026