Compare · 3 funds side by side · dividends reinvested

SCHD, FXED and SGOV

SCHDSchwab×FXEDSound Income×SGOViShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeFXED · 7.50% · $750 a year on $10k

Story of the three · RiskSmallest drop

SCHD, FXED and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.7%+4.5%+3.9%−0.0%0.2%$117B1.9

Sound Enhanced Fixed Income ETFBonds & Cash · Other bonds0.49%7.50%−2.9%−2.3%+4.9%+1.3%−6.2%8.9%$40M2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: SCHD 2011 · FXED 2020 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,418

SCHD

FXED

Sound Enhanced Fixed Income ETF · $40M$10,682

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

SCHD

More Ways to See the Pairs

SCHD vs FXED: Top 5 Holdings

Today

SCHD

21.7%in top 5

FXED

in top 513.5%

SCHDStockFXED

4.6%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: SCHD, FXED, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

FXED0.49%$49

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

FXED

+34.6%Year to dateJan 1 → Nov 11−2.9%

+39.3%1 yearTotal return−2.3%

+19.9%3 years · per year$10,000 became $17,234 · $11,559+4.9%

+10.4%5 years · per year$10,000 became $16,418 · $10,682+1.3%

0.06%Expense ratio$6 · $49 a year on $10k · lower is better0.49%

2.93%Trailing 12-mo yield$293 · $750 a year on $10k7.50%

−6.9%Worst dropSmaller is better−6.2%

11.8%VolatilityLower is calmer8.9%

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

5–3SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GBDC3.1%

not top 5TSLX2.8%

not top 5744320872.6%

not top 5ARCC2.5%

not top 589832Q692.5%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

SCHD vs FXED Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

FXEDSound Income

+1.3%

5 years, per year

SCHDFXEDFaded: behind in that period

4–0SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs FXED

YTD

SchwabSCHD

+34.6%

FXEDSound Income

−2.9%

+34.6%Year to date−2.9%

−6.9%Worst drop · 1Y−6.2%

11.8%Volatility · 1Y8.9%

2.9%Yield7.5%

$123BAssets$39.9M

3–1FXED wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: SCHD, FXED, SGOV

1Y

7.50%highest, FXED

FundTrailing yieldYield$10k

FXED7.50%$750

SGOV3.63%$363

SCHD2.93%$293

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$701most kept, FXED

FXED$750 − $49 = $701

SGOV$363 − $9 = $354

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SCHD, FXED, SGOV

Today

0.0%most shared, SCHD and FXED

SCHDFXEDSGOV

SCHD—0.0%[…]

FXED0.0%—[…]

SGOV[…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SGOVWorst drop−0.0%0.2% vol

FXEDWorst drop−6.2%8.9% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

FXEDSCHD

−2.9%Year to date+34.6%

7.5%Yield2.9%

−2.3%Past year+39.3%

0.49%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.3B

1–1level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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SCHD, FXED and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: SCHD, FXED, SGOV