Compare · 3 funds side by side · dividends reinvested

SCHD, IUSB and BNDX

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, IUSB and BNDX, 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

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.64%+0.8%+0.4%+4.5%+0.4%−3.2%3.8%$82.9B2.0

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B2.1

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 · IUSB 2014 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

IUSB

iShares Core Universal USD Bond ETF · $50.4B$10,138

$10,000 five years ago, dividends reinvested

SCHDMeasureIUSB

+31.4%Year to dateJan 1 → Nov 6+0.1%

+37.0%1 yearTotal return+0.8%

+20.0%3 years · per year$10,000 became $17,266 · $11,774+5.6%

+10.2%5 years · per year$10,000 became $16,267 · $10,138+0.3%

0.06%Expense ratio$6 · $6 a year on $10k · lower is better0.06%

3.00%Trailing 12-mo yield$300 · $434 a year on $10k4.34%

−6.9%Worst dropSmaller is better−4.3%

11.7%VolatilityLower is calmer3.9%

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

4–3SCHD 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 IUSB: Top 5 Holdings

Today

SCHD

21.4%in top 5

IUSB

in top 5[…]

SCHDStockIUSB

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

Held in common[…]

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

SCHD vs IUSB Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

IUSBiShares

+0.3%

5 years, per year

SCHDIUSBFaded: 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 BNDX

YTD

SchwabSCHD

+31.4%

BNDXVanguard

+0.8%

+31.4%Year to date+0.8%

−6.9%Worst drop · 1Y−3.2%

11.7%Volatility · 1Y3.8%

3.0%Yield4.6%

$120BAssets$82.9B

3–1BNDX wins

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

Cost, Income and Risk

Fees: SCHD, IUSB, BNDX

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IUSB0.06%$6

BNDX0.07%$7

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

Yields: SCHD, IUSB, BNDX

4.64%highest, BNDX

FundTrailing yieldYield$10k

BNDX4.64%$464

IUSB4.34%$434

SCHD3.00%$300

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

Income After Fees on $10,000

$457most kept, BNDX

BNDX$464 − $7 = $457

IUSB$434 − $6 = $428

SCHD$300 − $6 = $294

KeptFee

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

Overlap: SCHD, IUSB, BNDX

Today

[…]holdings […]

SCHDIUSBBNDX

SCHD—[…][…]

IUSB[…]—[…]

BNDX[…][…]—

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

BNDXWorst drop−3.2%3.8% vol

IUSBWorst drop−4.3%3.9% 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

BNDXSCHD

+0.8%Year to date+31.4%

4.6%Yield3.0%

+0.4%Past year+37.0%

0.07%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

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