Compare · 2 funds side by side · dividends reinvested

SCHD and MUB

SCHDSchwab×MUBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

SCHD and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$121B1.5

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.1%+0.7%+4.4%+0.7%−6.3%3.7%$54.5B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SCHD 2011 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $121B$16,881

SCHD

MUB

iShares National Muni Bond ETF · $54.5B$10,373

$10,000 five years ago, dividends reinvested

SCHDMeasureMUB

+35.3%Year to dateJan 1 → Nov 4+0.1%

+41.6%1 yearTotal return+0.7%

+21.4%3 years · per year$10,000 became $17,908 · $11,374+4.4%

+11.0%5 years · per year$10,000 became $16,881 · $10,373+0.7%

0.06%Expense ratio$6 · $5 a year on $10k · lower is better0.05%

2.91%Trailing 12-mo yield$291 · $328 a year on $10k3.28%

−6.9%Worst dropSmaller is better−6.3%

11.5%VolatilityLower is calmer3.7%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs MUB: Top 5 Holdings

Today

SCHD

21.6%in top 5

MUB

in top 5[…]

SCHDStockMUB

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SCHD vs MUB Returns, Every Period

SchwabSCHD

+11.0%

5 years, per year

MUBiShares

+0.7%

5 years, per year

SCHDMUBFaded: behind in that period

4–0SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs MUB

YTD

SchwabSCHD

+35.3%

MUBiShares

+0.1%

+35.3%Year to date+0.1%

−6.9%Worst drop · 1Y−6.3%

11.5%Volatility · 1Y3.7%

2.9%Yield3.3%

$121BAssets$54.5B

3–1MUB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SCHD0.06%$6

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCHD, MUB

3.28%highest, MUB

FundTrailing yieldYield$10k

MUB3.28%$328

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$323most kept, MUB

MUB$328 − $5 = $323

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCHD, MUB

Today

[…]holdings […]

SCHDMUB

SCHD—[…]

MUB[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

MUBWorst drop−6.3%3.7% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MUBSCHD

+0.1%Year to date+35.3%

3.3%Yield2.9%

+0.7%Past year+41.6%

0.05%Fee0.06%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026