Compare · 3 funds side by side · dividends reinvested

LTPZ, 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

LTPZ, 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%$120B1.6

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

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded FundBonds & Cash · Treasuries0.20%6.74%−4.0%−5.3%+1.9%−7.4%−12.9%9.5%$1.2B2.6

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: LTPZ 2009 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund · $1.2B$6,807

LTPZ

SCHD

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

$10,000 five years ago, dividends reinvested

LTPZMeasureSCHD

−4.0%Year to dateJan 1 → Nov 6+31.4%

−5.3%1 yearTotal return+37.0%

+1.9%3 years · per year$10,000 became $10,585 · $17,266+20.0%

−7.4%5 years · per year$10,000 became $6,807 · $16,267+10.2%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

6.74%Trailing 12-mo yield$674 · $300 a year on $10k3.00%

−12.9%Worst dropSmaller is better−6.9%

9.5%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

LTPZ vs SCHD: Top 5 Holdings

Today

LTPZ

[…]in top 5

SCHD

in top 521.4%

LTPZStockSCHD

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

LTPZ vs SCHD Returns, Every Period

PIMCOLTPZ

−7.4%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

LTPZSCHDFaded: behind in that period

0–4SCHD wins

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

LTPZ vs SGOV

YTD

PIMCOLTPZ

−4.0%

SGOViShares

+3.2%

−4.0%Year to date+3.2%

−12.9%Worst drop · 1Y+0.0%

9.5%Volatility · 1Y0.2%

6.7%Yield3.6%

$1.2BAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: LTPZ, SCHD, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

LTPZ0.20%$20

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

Yields: LTPZ, SCHD, SGOV

6.74%highest, LTPZ

FundTrailing yieldYield$10k

LTPZ6.74%$674

SGOV3.63%$363

SCHD3.00%$300

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

Income After Fees on $10,000

$654most kept, LTPZ

LTPZ$674 − $20 = $654

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

KeptFee

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

Overlap: LTPZ, SCHD, SGOV

Today

[…]holdings […]

LTPZSCHDSGOV

LTPZ—[…][…]

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

LTPZWorst drop−12.9%9.5% 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

LTPZSCHD

−4.0%Year to date+31.4%

6.7%Yield3.0%

−5.3%Past year+37.0%

0.20%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