Compare · 2 funds side by side · dividends reinvested

LQDB and SCHD

LQDBiShares×SCHDSchwab×

Versus in desk

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

02 / 04

LQDB and SCHD, 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%$123B1.4

iShares BBB Rated Corporate Bond ETFBonds & Cash · Corporate0.15%4.97%−0.2%+0.4%+6.6%+0.3%−4.1%4.4%$58M1.6

Rank among the two1st → 2ndFee, 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: LQDB 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares BBB Rated Corporate Bond ETF · $58M$10,124

LQDB

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested

LQDBMeasureSCHD

−0.2%Year to dateJan 1 → Nov 5+35.3%

+0.4%1 yearTotal return+41.6%

+6.6%3 years · per year$10,000 became $12,129 · $17,908+21.4%

+0.3%5 years · per year$10,000 became $10,129 · $16,881+11.0%

0.15%Expense ratio$15 · $6 a year on $10k · lower is better0.06%

4.97%Trailing 12-mo yield$497 · $291 a year on $10k2.91%

−4.1%Worst dropSmaller is better−6.9%

4.4%VolatilityLower is calmer11.5%

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

3–5SCHD wins

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

More Ways to See the Pairs

LQDB vs SCHD: Top 5 Holdings

Today

LQDB

[…]in top 5

SCHD

in top 521.7%

LQDBStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

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

LQDB vs SCHD Returns, Every Period

iSharesLQDB

+0.3%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

LQDBSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: LQDB vs SCHD

YTD

iSharesLQDB

−0.2%

SCHDSchwab

+35.3%

−0.2%Year to date+35.3%

−4.1%Worst drop · 1Y−6.9%

4.4%Volatility · 1Y11.5%

5.0%Yield2.9%

$58.4MAssets$123B

3–1LQDB wins

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

Cost, Income and Risk

Fees: LQDB, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

LQDB0.15%$15

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

Yields: LQDB, SCHD

4.97%highest, LQDB

FundTrailing yieldYield$10k

LQDB4.97%$497

SCHD2.91%$291

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

Income After Fees on $10,000

$482most kept, LQDB

LQDB$497 − $15 = $482

SCHD$291 − $6 = $285

KeptFee

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

Overlap: LQDB, SCHD

Today

[…]holdings […]

LQDBSCHD

LQDB—[…]

SCHD[…]—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

LQDBWorst drop−4.1%4.4% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

LQDBSCHD

−0.2%Year to date+35.3%

5.0%Yield2.9%

+0.4%Past year+41.6%

0.15%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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 5, 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 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026