FISR vs SCHD

AFISR

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SGOV $12,090

Lowest cost0.06%SCHD · $6 on $10k

Most income4.37%FISR · $437 on $10k

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

Held in common0.0%FISR and SCHD

FISR

SCHD

State Street Fixed Income Sector Rotation ETF · $641MSchwab U.S. Dividend Equity ETF · $120B

+4.7%3 years · per year$11,488 · $17,266+20.0%

−1.1%5 years · per year$9,483 · $16,267+10.2%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

4.37%12-mo yield$437 · $300 on $10k3.00%

−5.0%Worst dropSmaller wins−6.9%

4.6%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFISR · SCHD

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

Held in common0.0%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
3	AFISR	State Street Fixed Income Sector Rotation ETFRead Desk	0.50%	4.37%	−0.1%	−0.4%	+0.2%	+4.7%	−1.1%	−5.0%	$641M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
3	AFISR	State Street Fixed Income Sector Rotation ETFRead Desk	0.50%	4.37%	−0.1%	−0.4%	+0.2%	+4.7%	−1.1%	−5.0%	$641M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FISR vs SCHD

FISR

Fixed Income Sector Rotation

$9,483

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFISRSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield4.37%3.00%

5 years, per year−1.1%+10.2%

3 years, per year+4.7%+20.0%

Worst drop · 1Y−5.0%−6.9%

Volatility · 1Y4.6%11.7%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FISR, SCHD, SGOV

Today

0.0%most shared, FISR and SCHD

FISRSCHDSGOV

FISR—0.0%[…]

SCHD0.0%—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$387most kept, FISR

FISR$437 − $50 = $387

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee