Compare · 2 funds side by side · dividends reinvested

SCHD and CBLS

SCHDSchwab×CBLSChangebridge×

Versus in desk

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

02 / 04

SCHD and CBLS, 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%$120B1.0

Clough Hedged Equity ETFDefined Outcome · Hedged equity1.89%0.90%−0.1%−1.3%+14.0%+1.3%−21.2%19.9%$31M2.0

Rank among the two1st → 2ndFee, 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 · CBLS 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

CBLS

Clough Hedged Equity ETF · $31M$10,693

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

SCHDMeasureCBLS

+31.4%Year to dateJan 1 → Nov 6−0.1%

+37.0%1 yearTotal return−1.3%

+20.0%3 years · per year$10,000 became $17,266 · $14,811+14.0%

+10.2%5 years · per year$10,000 became $16,267 · $10,693+1.3%

0.06%Expense ratio$6 · $189 a year on $10k · lower is better1.89%

3.00%Trailing 12-mo yield$300 · $90 a year on $10k0.90%

−6.9%Worst dropSmaller is better−21.2%

11.7%VolatilityLower is calmer19.9%

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

8–0SCHD 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 CBLS: Top 5 Holdings

Today

SCHD

21.4%in top 5

CBLS

in top 514.9%

SCHDStockCBLS

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 5ROL3.3%

not top 5SN3.2%

not top 5CMG2.9%

not top 5UNH2.8%

not top 5PHM2.7%

Held in common4.3%

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

SCHD vs CBLS Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

CBLSChangebridge

+1.3%

5 years, per year

SCHDCBLSFaded: behind in that period

4–0SCHD wins

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

Income vs Defined Outcome: SCHD vs CBLS

YTD

SchwabSCHD

+31.4%

CBLSChangebridge

−0.1%

+31.4%Year to date−0.1%

−6.9%Worst drop · 1Y−21.2%

11.7%Volatility · 1Y19.9%

3.0%Yield0.9%

$120BAssets$30.8M

4–0SCHD wins

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

Cost, Income and Risk

Fees: SCHD, CBLS

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CBLS1.89%$189

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

Yields: SCHD, CBLS

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

CBLS0.90%$90

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

CBLS$90 − $189 = −$99

KeptFee

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

Overlap: SCHD, CBLS

Today

4.3%most shared, SCHD and CBLS

SCHDCBLS

SCHD—4.3%

CBLS4.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

CBLSWorst drop−21.2%19.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCBLS

+31.4%Year to date−0.1%

3.0%Yield0.9%

+37.0%Past year−1.3%

0.06%Fee1.89%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026