SCHD vs BLST5YSCHDSCHDAvsBBLSTBLSTSchwab U.S. Dividend Equity ETF · $123BBluemonte Short Term Bond ETF · $173MReturns · dividends in+19.9%3 years · per year$17,234 · […][…]+10.4%5 years · per year$16,418 · […][…]Cost and income0.06%Expense ratio$6 · $28 on $10k · lower wins0.28%2.93%12-mo yield$293 · $397 on $10k3.97%
Overlap: BLST, SCHD, BNDToday0.0%most shared, BLST and SCHDBLSTSCHDBNDBLST—0.0%[…]SCHD0.0%—[…]BND[…][…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
SCHD vs BLST5YASCHDSchwab U.S. Dividend Equity$16,418vsBLSTBBluemonte Short Term Bond[…]MeasureSCHDBLSTFee0.06%0.28%Cost on $10k a year$6$28Yield2.93%3.97%5 years, per year+10.4%[…]3 years, per year+19.9%[…]Worst drop · 1Y−6.9%−2.3%Volatility · 1Y11.8%2.4%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2BNDVanguard Total Bond Market ETFReadDesk0.03%4.15%0.0%−0.7%−0.4%+4.7%−0.2%−4.5%$161.4B3BBLSTBluemonte Short Term Bond ETFReadDesk0.28%3.97%−0.1%+0.1%+0.7%newnew−2.3%$173MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2BNDVanguard Total Bond Market ETFReadDesk0.03%4.15%0.0%−0.7%−0.4%+4.7%−0.2%−4.5%$161.4B3BBLSTBluemonte Short Term Bond ETFReadDesk0.28%3.97%−0.1%+0.1%+0.7%newnew−2.3%$173MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
BND vs AGGYTDVanguardBNDVA−0.7%vsBiSAGGiShares−0.7%Jan 1Nov 11−0.7%−0.7%−0.7%Year to date−0.7%4.2%Yield4.2%$161BAssets$138B0–0levelEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: BLST, SCHD, BNDToday0.0%most shared, BLST and SCHDBLSTSCHDBNDBLST—0.0%[…]SCHD0.0%—[…]BND[…][…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$412most kept, BNDBND$415 − $3 = $412BLST$397 − $28 = $369SCHD$293 − $6 = $287KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee