Compare · 3 funds side by side · dividends reinvested

TLH, SCHD and BND

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

02 / 04

TLH, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.8

iShares 10-20 Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.64%−1.8%−1.9%+4.6%−4.7%−10.3%8.1%$12.3B2.6

Rank among the three1st → 3rdFee, 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: TLH 2007 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

TLH

iShares 10-20 Year Treasury Bond ETF · $12.3B$7,854

$10,000 five years ago, dividends reinvested

SCHDMeasureTLH

+31.4%Year to dateJan 1 → Nov 6−1.8%

+37.0%1 yearTotal return−1.9%

+20.0%3 years · per year$10,000 became $17,266 · $11,431+4.6%

+10.2%5 years · per year$10,000 became $16,267 · $7,854−4.7%

0.06%Expense ratio$6 · $15 a year on $10k · lower is better0.15%

3.00%Trailing 12-mo yield$300 · $464 a year on $10k4.64%

−6.9%Worst dropSmaller is better−10.3%

11.7%VolatilityLower is calmer8.1%

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

6–2SCHD 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 TLH: Top 5 Holdings

Today

SCHD

21.4%in top 5

TLH

in top 5[…]

SCHDStockTLH

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 TLH Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

TLHiShares

−4.7%

5 years, per year

SCHDTLHFaded: behind in that period

4–0SCHD wins

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

Income vs Bonds: SCHD vs TLH

YTD

SchwabSCHD

+31.4%

TLHiShares

−1.8%

+31.4%Year to date−1.8%

−6.9%Worst drop · 1Y−10.3%

11.7%Volatility · 1Y8.1%

3.0%Yield4.6%

$120BAssets$12.3B

2–2level

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

Cost, Income and Risk

Fees: TLH, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

TLH0.15%$15

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

Yields: TLH, SCHD, BND

4.64%highest, TLH

FundTrailing yieldYield$10k

TLH4.64%$464

BND4.12%$412

SCHD3.00%$300

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

Income After Fees on $10,000

$449most kept, TLH

TLH$464 − $15 = $449

BND$412 − $3 = $409

SCHD$300 − $6 = $294

KeptFee

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

Overlap: TLH, SCHD, BND

Today

[…]holdings […]

TLHSCHDBND

TLH—[…][…]

SCHD[…]—[…]

BND[…][…]—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

BNDWorst drop−4.5%4.0% vol

TLHWorst drop−10.3%8.1% 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

TLHSCHD

−1.8%Year to date+31.4%

4.6%Yield3.0%

−1.9%Past year+37.0%

0.15%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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