Compare · 3 funds side by side · dividends reinvested

SCMB, SCHD and MUB

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

SCMB, SCHD and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.9B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B2.0

Schwab Municipal Bond ETFBonds & Cash · Municipal0.03%3.61%+0.0%+0.4%+4.4%[…]−6.7%3.8%$4.1B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCMB 2022 · SCHD 2011 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Municipal Bond ETF · $4.1B[…]

SCMB

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested

SCMBMeasureSCHD

+0.0%Year to dateJan 1 → Nov 5+32.3%

+0.4%1 yearTotal return+38.7%

+4.4%3 years · per year$10,000 became $11,395 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

3.61%Trailing 12-mo yield$361 · $298 a year on $10k2.98%

−6.7%Worst dropSmaller is better−6.9%

3.8%VolatilityLower is calmer11.7%

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

4–3SCMB wins

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

More Ways to See the Pairs

SCMB vs SCHD: Top 5 Holdings

Today

SCMB

[…]in top 5

SCHD

in top 521.7%

SCMBStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

SCMB vs SCHD Returns, Every Period

SchwabSCMB

+0.4%

past year

SCHDSchwab

+38.7%

past year

SCMBSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SCMB vs MUB

YTD

SchwabSCMB

+0.0%

MUBiShares

+0.5%

+0.0%Year to date+0.5%

−6.7%Worst drop · 1Y−6.3%

3.8%Volatility · 1Y3.7%

3.6%Yield3.3%

$4.1BAssets$54.9B

3–1MUB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCMB, SCHD, MUB

Today

0.03%lowest, SCMB

FundExpense ratioFee$10k

SCMB0.03%$3

MUB0.05%$5

SCHD0.06%$6

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCMB, SCHD, MUB

3.61%highest, SCMB

FundTrailing yieldYield$10k

SCMB3.61%$361

MUB3.27%$327

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$358most kept, SCMB

SCMB$361 − $3 = $358

MUB$327 − $5 = $322

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCMB, SCHD, MUB

Today

[…]holdings […]

SCMBSCHDMUB

SCMB—[…][…]

SCHD[…]—[…]

MUB[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

MUBWorst drop−6.3%3.7% vol

SCMBWorst drop−6.7%3.8% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCMBSCHD

+0.0%Year to date+32.3%

3.6%Yield3.0%

+0.4%Past year+38.7%

0.03%Fee0.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026