Compare · 3 funds side by side · dividends reinvested

LLDR, SCHD and BND

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

02 / 04

LLDR, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B1.6

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

Global X - Long-Term Treasury Ladder ETFBonds & Cash · International0.12%4.85%−2.2%−2.7%[…][…]−11.2%8.6%$38M2.5

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: LLDR 2024 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

LLDR

Global X - Long-Term Treasury Ladder ETF · $38M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureLLDR

+31.4%Year to dateJan 1 → Nov 6−2.2%

+37.0%1 yearTotal return−2.7%

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

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

0.06%Expense ratio$6 · $12 a year on $10k · lower is better0.12%

3.00%Trailing 12-mo yield$300 · $485 a year on $10k4.85%

−6.9%Worst dropSmaller is better−11.2%

11.7%VolatilityLower is calmer8.6%

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

4–2SCHD wins

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

More Ways to See the Pairs

SCHD vs LLDR: Top 5 Holdings

Today

SCHD

21.4%in top 5

LLDR

in top 5[…]

SCHDStockLLDR

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Held in common[…]

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

SCHD vs LLDR Returns, Every Period

SchwabSCHD

+37.0%

past year

LLDRGlobal X

−2.7%

past year

SCHDLLDRFaded: behind in that period

2–0SCHD wins

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

Income vs Bonds: SCHD vs LLDR

YTD

SchwabSCHD

+31.4%

LLDRGlobal X

−2.2%

+31.4%Year to date−2.2%

−6.9%Worst drop · 1Y−11.2%

11.7%Volatility · 1Y8.6%

3.0%Yield4.9%

$120BAssets$37.6M

2–2level

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

Cost, Income and Risk

Fees: LLDR, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

LLDR0.12%$12

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

Yields: LLDR, SCHD, BND

4.85%highest, LLDR

FundTrailing yieldYield$10k

LLDR4.85%$485

BND4.12%$412

SCHD3.00%$300

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

Income After Fees on $10,000

$473most kept, LLDR

LLDR$485 − $12 = $473

BND$412 − $3 = $409

SCHD$300 − $6 = $294

KeptFee

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

Overlap: LLDR, SCHD, BND

Today

[…]holdings […]

LLDRSCHDBND

LLDR—[…][…]

SCHD[…]—[…]

BND[…][…]—

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

BNDWorst drop−4.5%4.0% vol

LLDRWorst drop−11.2%8.6% 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

LLDRSCHD

−2.2%Year to date+31.4%

4.9%Yield3.0%

−2.7%Past year+37.0%

0.12%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

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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