Compare · 3 funds side by side · dividends reinvested

SCHD, MUB and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,254VYM · best of the three

02 / 04

SCHD, MUB and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.1

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: SCHD 2011 · MUB 2007 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $122B$16,459

SCHD

MUB

iShares National Muni Bond ETF · $55.1B$10,432

$10,000 five years ago, dividends reinvested

SCHDMeasureMUB

+33.2%Year to dateJan 1 → Nov 9+0.7%

+39.1%1 yearTotal return+1.1%

+19.6%3 years · per year$10,000 became $17,123 · $11,293+4.1%

+10.5%5 years · per year$10,000 became $16,459 · $10,432+0.8%

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

2.96%Trailing 12-mo yield$296 · $326 a year on $10k3.26%

−6.9%Worst dropSmaller is better−6.3%

11.8%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 9, 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

21.4%in top 5

MUB

in top 5[…]

SCHDStockMUB

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

SCHD vs MUB Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

MUBiShares

+0.8%

5 years, per year

SCHDMUBFaded: behind in that period

4–0SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs MUB

YTD

SchwabSCHD

+33.2%

MUBiShares

+0.7%

+33.2%Year to date+0.7%

−6.9%Worst drop · 1Y−6.3%

11.8%Volatility · 1Y3.7%

3.0%Yield3.3%

$122BAssets$55.1B

3–1MUB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, MUB, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

MUB0.05%$5

SCHD0.06%$6

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCHD, MUB, VYM

3.26%highest, MUB

FundTrailing yieldYield$10k

MUB3.26%$326

SCHD2.96%$296

VYM2.26%$226

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$321most kept, MUB

MUB$326 − $5 = $321

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCHD, MUB, VYM

Today

21.9%most shared, SCHD and VYM

SCHDMUBVYM

SCHD—[…]21.9%

MUB[…]—[…]

VYM21.9%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

MUBWorst drop−6.3%3.7% vol

VYMWorst drop−6.7%10.8% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MUBSCHD

+0.7%Year to date+33.2%

3.3%Yield3.0%

+1.1%Past year+39.1%

0.05%Fee0.06%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026