Compare · 3 funds side by side · dividends reinvested

PCLO, SCHD and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,352SCHD · best of the three

02 / 04

PCLO, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.8

Virtus ETF Trust II - Virtus Seix AAA Private Credit CLO ETFBonds & Cash · Corporate0.29%5.00%+4.0%+4.9%[…][…]−0.2%0.9%$19M2.0

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.8%+4.5%+3.9%0.0%0.2%$117B2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: PCLO 2024 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Virtus ETF Trust II - Virtus Seix AAA Private Credit CLO ETF · $19M[…]

PCLO

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested

PCLOMeasureSCHD

+4.0%Year to dateJan 1 → Nov 3+32.8%

+4.9%1 yearTotal return+37.6%

[…]3 years · per year$10,000 became […] · $17,784+21.2%

[…]5 years · per year$10,000 became […] · $16,352+10.3%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

5.00%Trailing 12-mo yield$500 · $297 a year on $10k2.97%

−0.2%Worst dropSmaller is better−6.9%

0.9%VolatilityLower is calmer11.4%

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

3–3Level

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

More Ways to See the Pairs

PCLO vs SCHD: Top 5 Holdings

Today

PCLO

[…]in top 5

SCHD

in top 521.4%

PCLOStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

PCLO vs SCHD Returns, Every Period

VirtusPCLO

+4.9%

past year

SCHDSchwab

+37.6%

past year

PCLOSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PCLO vs SGOV

YTD

VirtusPCLO

+4.0%

SGOViShares

+3.1%

+4.0%Year to date+3.1%

−0.2%Worst drop · 1Y+0.0%

0.9%Volatility · 1Y0.2%

5.0%Yield3.6%

$18.7MAssets$117B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PCLO, SCHD, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

PCLO0.29%$29

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PCLO, SCHD, SGOV

5.00%highest, PCLO

FundTrailing yieldYield$10k

PCLO5.00%$500

SGOV3.63%$363

SCHD2.97%$297

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$471most kept, PCLO

PCLO$500 − $29 = $471

SGOV$363 − $9 = $354

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PCLO, SCHD, SGOV

Today

[…]holdings […]

PCLOSCHDSGOV

PCLO—[…][…]

SCHD[…]—[…]

SGOV[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

SGOVWorst drop0.0%0.2% vol

PCLOWorst drop−0.2%0.9% vol

SCHDWorst drop−6.9%11.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PCLOSCHD

+4.0%Year to date+32.8%

5.0%Yield3.0%

+4.9%Past year+37.6%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.1B

1–0BIL wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026