Compare · 3 funds side by side · dividends reinvested

SUSB, MUB and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

SUSB, MUB and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Aware 1-5 Year USD Corporate Bond ETFBonds & Cash · Corporate0.12%4.60%+1.2%+2.0%+5.5%+2.5%−1.6%2.1%$1.3B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.9

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.0B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: SUSB 2017 · MUB 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,459

SCHD

SUSB

iShares ESG Aware 1-5 Year USD Corporate Bond ETF · $1.3B$11,295

$10,000 five years ago, dividends reinvested

SCHDMeasureSUSB

+33.2%Year to dateJan 1 → Nov 9+1.2%

+39.1%1 yearTotal return+2.0%

+19.6%3 years · per year$10,000 became $17,123 · $11,726+5.5%

+10.5%5 years · per year$10,000 became $16,459 · $11,295+2.5%

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

2.96%Trailing 12-mo yield$296 · $460 a year on $10k4.60%

−6.9%Worst dropSmaller is better−1.6%

11.8%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 9, 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

21.4%in top 5

SUSB

in top 5[…]

SCHDStockSUSB

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 SUSB Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

SUSBiShares

+2.5%

5 years, per year

SCHDSUSBFaded: 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 SUSB

YTD

SchwabSCHD

+33.2%

SUSBiShares

+1.2%

+33.2%Year to date+1.2%

−6.9%Worst drop · 1Y−1.6%

11.8%Volatility · 1Y2.1%

3.0%Yield4.6%

$120BAssets$1.3B

3–1SUSB wins

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

Cost, Income and Risk

Fees: SUSB, MUB, SCHD

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SCHD0.06%$6

SUSB0.12%$12

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

Yields: SUSB, MUB, SCHD

4.60%highest, SUSB

FundTrailing yieldYield$10k

SUSB4.60%$460

MUB3.26%$326

SCHD2.96%$296

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

Income After Fees on $10,000

$448most kept, SUSB

SUSB$460 − $12 = $448

MUB$326 − $5 = $321

SCHD$296 − $6 = $290

KeptFee

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

Overlap: SUSB, MUB, SCHD

Today

[…]holdings […]

SUSBMUBSCHD

SUSB—[…][…]

MUB[…]—[…]

SCHD[…][…]—

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

SUSBWorst drop−1.6%2.1% vol

MUBWorst drop−6.3%3.7% 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

SUSBSCHD

+1.2%Year to date+33.2%

4.6%Yield3.0%

+2.0%Past year+39.1%

0.12%Fee0.06%

3–1SCHD wins

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%

$120BAssets$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