SCHD vs AMUN

ASCHD

BAMUN

Measures won1–3AMUN wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · BND $9,985

Lowest cost0.03%BND · $3 on $10k

Most income4.12%BND · $412 on $10k

Smallest drop−0.3%AMUN · worst fall in 1Y

Held in common[…]SCHD and AMUN

SCHD

AMUN

Schwab U.S. Dividend Equity ETF · $120Babrdn Ultra Short Municipal Income Active ETF · $61M

+19.6%3 years · per year$17,123 · […][…]

+10.5%5 years · per year$16,459 · […][…]

0.06%Expense ratio$6 · $74 on $10k · lower wins0.74%

2.96%12-mo yield$296 · $297 on $10k2.97%

−6.9%Worst dropSmaller wins−0.3%

11.8%VolatilityLower wins0.8%

1–3AMUN wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · AMUN

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

Held in common[…]

End-of-day Nov 9, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	BAMUN	abrdn Ultra Short Municipal Income Active ETFRead Desk	0.74%	2.97%	0.0%	+2.3%	+2.8%	new	new	−0.3%	$61M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	BAMUN	abrdn Ultra Short Municipal Income Active ETFRead Desk	0.74%	2.97%	0.0%	+2.3%	+2.8%	new	new	−0.3%	$61M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs AMUN

SCHD

Schwab U.S. Dividend Equity

$16,459

AMUN

abrdn Ultra Short Municipal Income Active

[…]

MeasureSCHDAMUN

Fee0.06%0.74%

Cost on $10k a year$6$74

Yield2.96%2.97%

5 years, per year+10.5%[…]

3 years, per year+19.6%[…]

Worst drop · 1Y−6.9%−0.3%

Volatility · 1Y11.8%0.8%

2–1measures won
AMUN first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

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 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

Overlap: AMUN, SCHD, BND

Today

[…]holdings […]

AMUNSCHDBND

AMUN—[…][…]

SCHD[…]—[…]

BND[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

SCHD$296 − $6 = $290

AMUN$297 − $74 = $223

KeptFee

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