Compare · 3 funds side by side · dividends reinvested

SCHD, BSCS 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

SCHD, BSCS 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%$120B1.8

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%$117B1.9

Invesco BulletShares 2028 Corporate Bond ETFBonds & Cash · Corporate0.10%4.44%+1.9%+3.0%+6.2%+1.5%−1.1%1.4%$3.6B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · BSCS 2018 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

BSCS

Invesco BulletShares 2028 Corporate Bond ETF · $3.6B$10,795

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SCHDMeasureBSCS

+31.4%Year to dateJan 1 → Nov 6+1.9%

+37.0%1 yearTotal return+3.0%

+20.0%3 years · per year$10,000 became $17,266 · $11,970+6.2%

+10.2%5 years · per year$10,000 became $16,267 · $10,795+1.5%

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

3.00%Trailing 12-mo yield$300 · $444 a year on $10k4.44%

−6.9%Worst dropSmaller is better−1.1%

11.7%VolatilityLower is calmer1.4%

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

5–3SCHD 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 BSCS: Top 5 Holdings

Today

SCHD

21.4%in top 5

BSCS

in top 50.2%

SCHDStockBSCS

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

not top 5AGPXX0.2%

Held in common0.0%

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

SCHD vs BSCS Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

BSCSInvesco

+1.5%

5 years, per year

SCHDBSCSFaded: behind in that period

4–0SCHD wins

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

Income vs Bonds: SCHD vs BSCS

YTD

SchwabSCHD

+31.4%

BSCSInvesco

+1.9%

+31.4%Year to date+1.9%

−6.9%Worst drop · 1Y−1.1%

11.7%Volatility · 1Y1.4%

3.0%Yield4.4%

$120BAssets$3.6B

3–1BSCS wins

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

Cost, Income and Risk

Fees: SCHD, BSCS, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

BSCS0.10%$10

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

Yields: SCHD, BSCS, SGOV

4.44%highest, BSCS

FundTrailing yieldYield$10k

BSCS4.44%$444

SGOV3.63%$363

SCHD3.00%$300

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

Income After Fees on $10,000

$434most kept, BSCS

BSCS$444 − $10 = $434

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

KeptFee

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

Overlap: SCHD, BSCS, SGOV

Today

0.0%most shared, SCHD and BSCS

SCHDBSCSSGOV

SCHD—0.0%[…]

BSCS0.0%—[…]

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

BSCSWorst drop−1.1%1.4% 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

BSCSSCHD

+1.9%Year to date+31.4%

4.4%Yield3.0%

+3.0%Past year+37.0%

0.10%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