BSMT vs SCHD5YBSMTBSMTAvsBSCHDSCHDInvesco BulletShares 2029 Municipal Bond ETF · $312MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+3.3%3 years · per year$11,017 · $17,257+19.9%−0.1%5 years · per year$9,926 · $16,429+10.4%Cost and income0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%2.77%12-mo yield$277 · $293 on $10k
Overlap: BSMT, SCHD, SGOVToday[…]holdings […]BSMTSCHDSGOVBSMT—[…][…]SCHD[…]—[…]SGOV[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
BSMT vs SCHD5YABSMTInvesco BulletShares 2029 Municipal Bond$9,926vsSCHDBSchwab U.S. Dividend Equity$16,429$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.7%+4.5%+3.9%−0.0%$116.9B3ABSMTInvesco BulletShares 2029 Municipal Bond ETFReadDesk0.18%2.77%−0.5%+0.5%+1.0%+3.3%−0.1%−3.9%$312MEnd-of-day Nov 12, 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▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.7%+4.5%+3.9%−0.0%$116.9B3ABSMTInvesco BulletShares 2029 Municipal Bond ETFReadDesk0.18%2.77%−0.5%+0.5%+1.0%+3.3%−0.1%−3.9%$312MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
SGOV vs BILYTDiSharesSGOViSA+3.2%vsBSBILSPDR+3.1%Jan 1Nov 12+3.2%+3.1%+3.2%Year to date+3.1%3.6%Yield3.7%$117BAssets$49.3B1–1levelEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: BSMT, SCHD, SGOVToday[…]holdings […]BSMTSCHDSGOVBSMT—[…][…]SCHD[…]—[…]SGOV[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$354most kept, SGOVSGOV$363 − $9 = $354SCHD$293 − $6 = $287BSMT$277 − $18 = $259KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee