AAA vs SCHD

AAAA

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · AAA $12,672

Lowest cost0.06%SCHD · $6 on $10k

Most income4.60%AAA · $460 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]AAA and SCHD

AAA

SCHD

Alternative Access First Priority CLO Bond ETF · $72MSchwab U.S. Dividend Equity ETF · $123B

+5.6%3 years · per year$11,783 · $17,414+20.3%

+4.9%5 years · per year$12,672 · $16,375+10.4%

0.19%Expense ratio$19 · $6 on $10k · lower wins0.06%

4.60%12-mo yield$460 · $298 on $10k2.98%

−1.1%Worst dropSmaller wins−6.9%

3.0%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAAA · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AAAA	Alternative Access First Priority CLO Bond ETFRead Desk	0.19%	4.60%	+0.6%	+3.2%	+4.1%	+5.6%	+4.9%	−1.1%	$72M
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AAAA	Alternative Access First Priority CLO Bond ETFRead Desk	0.19%	4.60%	+0.6%	+3.2%	+4.1%	+5.6%	+4.9%	−1.1%	$72M
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AAA vs SCHD

AAA

Alternative Access First Priority CLO Bond

$12,672

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureAAASCHD

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield4.60%2.98%

5 years, per year+4.9%+10.4%

3 years, per year+5.6%+20.3%

Worst drop · 1Y−1.1%−6.9%

Volatility · 1Y3.0%11.7%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: AAA, SCHD, SGOV

Today

[…]holdings […]

AAASCHDSGOV

AAA—[…][…]

SCHD[…]—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$441most kept, AAA

AAA$460 − $19 = $441

SGOV$363 − $9 = $354

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee