Compare · 2 funds side by side · dividends reinvested

XFIV and SCHD

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

XFIV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BondBloxx Bloomberg Five Year Target Duration US Treasury ETFBonds & Cash · Treasuries0.05%4.03%−0.8%−0.2%+4.6%[…]−4.8%3.7%$351M1.4

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: XFIV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF · $351M[…]

XFIV

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XFIVMeasureSCHD

−0.8%Year to dateJan 1 → Nov 4+35.3%

−0.2%1 yearTotal return+41.6%

+4.6%3 years · per year$10,000 became $11,449 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.05%Expense ratio$5 · $6 a year on $10k · lower is better0.06%

4.03%Trailing 12-mo yield$403 · $291 a year on $10k2.91%

−4.8%Worst dropSmaller is better−6.9%

3.7%VolatilityLower is calmer11.5%

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

4–3XFIV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XFIV vs SCHD: Top 5 Holdings

Today

XFIV

0.4%in top 5

SCHD

in top 521.6%

XFIVStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

0.4%USDnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

XFIV vs SCHD Returns, Every Period

BondBloxxXFIV

−0.2%

past year

SCHDSchwab

+41.6%

past year

XFIVSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Income: XFIV vs SCHD

YTD

BondBloxxXFIV

−0.8%

SCHDSchwab

+35.3%

−0.8%Year to date+35.3%

−4.8%Worst drop · 1Y−6.9%

3.7%Volatility · 1Y11.5%

4.0%Yield2.9%

$351MAssets$123B

3–1XFIV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XFIV, SCHD

Today

0.05%lowest, XFIV

FundExpense ratioFee$10k

XFIV0.05%$5

SCHD0.06%$6

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XFIV, SCHD

4.03%highest, XFIV

FundTrailing yieldYield$10k

XFIV4.03%$403

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$398most kept, XFIV

XFIV$403 − $5 = $398

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XFIV, SCHD

Today

0.0%most shared, XFIV and SCHD

XFIVSCHD

XFIV—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

XFIVWorst drop−4.8%3.7% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XFIVSCHD

−0.8%Year to date+35.3%

4.0%Yield2.9%

−0.2%Past year+41.6%

0.05%Fee0.06%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026