Compare · 2 funds side by side · dividends reinvested

SCMB and SCHD

SCMBSchwab×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

SCMB and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Municipal Bond ETFBonds & Cash · Municipal0.03%3.59%+0.4%+1.1%+4.5%[…]−6.7%3.9%$4.1B1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCMB 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

SCMB

Schwab Municipal Bond ETF · $4.1B[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureSCMB

+31.4%Year to dateJan 1 → Nov 6+0.4%

+37.0%1 yearTotal return+1.1%

+20.0%3 years · per year$10,000 became $17,266 · $11,403+4.5%

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

3.00%Trailing 12-mo yield$300 · $359 a year on $10k3.59%

−6.9%Worst dropSmaller is better−6.7%

11.7%VolatilityLower is calmer3.9%

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

3–4SCMB 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 SCMB: Top 5 Holdings

Today

SCHD

21.4%in top 5

SCMB

in top 5[…]

SCHDStockSCMB

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 SCMB Returns, Every Period

SchwabSCHD

+37.0%

past year

SCMBSchwab

+1.1%

past year

SCHDSCMBFaded: behind in that period

3–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: SCHD vs SCMB

YTD

SchwabSCHD

+31.4%

SCMBSchwab

+0.4%

+31.4%Year to date+0.4%

−6.9%Worst drop · 1Y−6.7%

11.7%Volatility · 1Y3.9%

3.0%Yield3.6%

$120BAssets$4.1B

3–1SCMB wins

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

Cost, Income and Risk

Fees: SCMB, SCHD

Today

0.03%lowest, SCMB

FundExpense ratioFee$10k

SCMB0.03%$3

SCHD0.06%$6

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

Yields: SCMB, SCHD

3.59%highest, SCMB

FundTrailing yieldYield$10k

SCMB3.59%$359

SCHD3.00%$300

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

Income After Fees on $10,000

$356most kept, SCMB

SCMB$359 − $3 = $356

SCHD$300 − $6 = $294

KeptFee

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

Overlap: SCMB, SCHD

Today

[…]holdings […]

SCMBSCHD

SCMB—[…]

SCHD[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

SCMBWorst drop−6.7%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

SCMBSCHD

+0.4%Year to date+31.4%

3.6%Yield3.0%

+1.1%Past year+37.0%

0.03%Fee0.06%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026