Compare · 2 funds side by side · dividends reinvested

STBF and SCHD

STBFPerformance Trust×SCHDSchwab×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,429SCHD · best of the two

Story of the two · IncomeMost incomeSTBF · 4.76% · $476 a year on $10k

Story of the two · RiskSmallest drop

STBF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.4

Performance Trust Short Term Bond ETFBonds & Cash · Core aggregate0.65%4.76%+2.0%+2.8%[…][…]−1.1%1.6%$131M1.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: STBF 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Performance Trust Short Term Bond ETF · $131M[…]

STBF

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

$10,000 five years ago, dividends reinvested

STBFMeasureSCHD

+2.0%

More Ways to See the Pairs

STBF vs SCHD: Top 5 Holdings

Today

STBF

[…]in top 5

SCHD

in top 521.7%

STBFStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: STBF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

STBF0.65%$65

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: STBF, SCHD

1Y

4.76%highest, STBF

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to date

Jan 1 → Nov 12

+34.2%

+2.8%1 yearTotal return+36.8%

[…]3 years · per year$10,000 became […] · $17,257+19.9%

[…]5 years · per year$10,000 became […] · $16,429+10.4%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

4.76%Trailing 12-mo yield$476 · $293 a year on $10k2.93%

−1.1%Worst dropSmaller is better−6.9%

1.6%VolatilityLower is calmer11.7%

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

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

STBF vs SCHD Returns, Every Period

1Y

Performance TrustSTBF

+2.8%

past year

SCHDSchwab

+36.8%

past year

STBFSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Bonds vs Income: STBF vs SCHD

YTD

Performance TrustSTBF

+2.0%

SCHDSchwab

+34.2%

+2.0%Year to date+34.2%

−1.1%Worst drop · 1Y−6.9%

1.6%Volatility · 1Y11.7%

4.8%Yield2.9%

$131MAssets$123B

3–1STBF wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

STBF4.76%$476

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$411most kept, STBF

STBF$476 − $65 = $411

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: STBF, SCHD

Today

[…]holdings […]

STBFSCHD

STBF—[…]

SCHD[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

STBFWorst drop−1.1%1.6% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

STBFSCHD

+2.0%Year to date+34.2%

4.8%Yield2.9%

+2.8%Past year+36.8%

0.65%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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STBF and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two