Compare · 3 funds side by side · dividends reinvested

JMUB, SCHD and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

JMUB, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.8

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

JPMorgan Municipal ETFBonds & Cash · Municipal0.18%3.79%+0.8%+1.1%+4.9%+1.2%−5.9%3.5%$9.1B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: JMUB 2018 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Municipal ETF · $9.1B$10,620

JMUB

SGOV

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

$10,000 five years ago, dividends reinvested

JMUBMeasureSGOV

+0.8%Year to dateJan 1 → Nov 5+3.1%

+1.1%1 yearTotal return+3.7%

+4.9%3 years · per year$10,000 became $11,552 · $11,417+4.5%

+1.2%5 years · per year$10,000 became $10,620 · $12,086+3.9%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

3.79%Trailing 12-mo yield$379 · $363 a year on $10k3.63%

−5.9%Worst dropSmaller is better0.0%

3.5%VolatilityLower is calmer0.2%

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

2–6SGOV wins

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

More Ways to See the Pairs

JMUB vs SGOV: Top 5 Holdings

Today

JMUB

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

JMUB vs SGOV Returns, Every Period

J.P. MorganJMUB

+1.2%

5 years, per year

SGOViShares

+3.9%

5 years, per year

JMUBSGOVFaded: behind in that period

1–3SGOV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JMUB vs SGOV

YTD

J.P. MorganJMUB

+0.8%

SGOViShares

+3.1%

+0.8%Year to date+3.1%

−5.9%Worst drop · 1Y+0.0%

3.5%Volatility · 1Y0.2%

3.8%Yield3.6%

$9.1BAssets$117B

3–1SGOV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JMUB, SCHD, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

JMUB0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JMUB, SCHD, SGOV

3.79%highest, JMUB

FundTrailing yieldYield$10k

JMUB3.79%$379

SGOV3.63%$363

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$361most kept, JMUB

JMUB$379 − $18 = $361

SGOV$363 − $9 = $354

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JMUB, SCHD, SGOV

Today

[…]holdings […]

JMUBSCHDSGOV

JMUB—[…][…]

SCHD[…]—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SGOVWorst drop0.0%0.2% vol

JMUBWorst drop−5.9%3.5% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JMUBSCHD

+0.8%Year to date+32.3%

3.8%Yield3.0%

+1.1%Past year+38.7%

0.18%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026