Compare · 3 funds side by side · dividends reinvested

SCHD, SUSB and SGOV

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

02 / 04

SCHD, SUSB and SGOV, 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%$123B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.9

iShares ESG Aware 1-5 Year USD Corporate Bond ETFBonds & Cash · Corporate0.12%4.61%+1.1%+2.2%+5.6%+2.4%−1.6%2.1%$1.3B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: SCHD 2011 · SUSB 2017 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,881

SCHD

SUSB

iShares ESG Aware 1-5 Year USD Corporate Bond ETF · $1.3B$11,280

$10,000 five years ago, dividends reinvested

SCHDMeasureSUSB

+35.3%Year to dateJan 1 → Nov 4+1.1%

+41.6%1 yearTotal return+2.2%

+21.4%3 years · per year$10,000 became $17,908 · $11,789+5.6%

+11.0%5 years · per year$10,000 became $16,881 · $11,280+2.4%

0.06%Expense ratio$6 · $12 a year on $10k · lower is better0.12%

2.91%Trailing 12-mo yield$291 · $461 a year on $10k4.61%

−6.9%Worst dropSmaller is better−1.6%

11.5%VolatilityLower is calmer2.1%

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

5–3SCHD wins

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 SUSB: Top 5 Holdings

Today

SCHD

21.6%in top 5

SUSB

in top 5[…]

SCHDStockSUSB

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 SUSB Returns, Every Period

SchwabSCHD

+11.0%

5 years, per year

SUSBiShares

+2.4%

5 years, per year

SCHDSUSBFaded: 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 SUSB

YTD

SchwabSCHD

+35.3%

SUSBiShares

+1.1%

+35.3%Year to date+1.1%

−6.9%Worst drop · 1Y−1.6%

11.5%Volatility · 1Y2.1%

2.9%Yield4.6%

$123BAssets$1.3B

3–1SUSB wins

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

Cost, Income and Risk

Fees: SCHD, SUSB, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

SUSB0.12%$12

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

Yields: SCHD, SUSB, SGOV

4.61%highest, SUSB

FundTrailing yieldYield$10k

SUSB4.61%$461

SGOV3.63%$363

SCHD2.91%$291

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

Income After Fees on $10,000

$449most kept, SUSB

SUSB$461 − $12 = $449

SGOV$363 − $9 = $354

SCHD$291 − $6 = $285

KeptFee

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

Overlap: SCHD, SUSB, SGOV

Today

[…]holdings […]

SCHDSUSBSGOV

SCHD—[…][…]

SUSB[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SGOVWorst drop0.0%0.2% vol

SUSBWorst drop−1.6%2.1% 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

SUSBSCHD

+1.1%Year to date+35.3%

4.6%Yield2.9%

+2.2%Past year+41.6%

0.12%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026