SCHD vs BND

ASCHD

BBND

Measures won2–4BND wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.03%BND · $3 on $10k

Most income4.15%BND · $415 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]SCHD and BND

SCHD

BND

Schwab U.S. Dividend Equity ETF · $121BVanguard Total Bond Market ETF · $161B

+21.2%3 years · per year$17,784 · $11,655+5.2%

+10.3%5 years · per year$16,352 · $9,944−0.1%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

2.97%12-mo yield$297 · $415 on $10k4.15%

−6.9%Worst dropSmaller wins−4.5%

11.4%VolatilityLower wins4.0%

2–4BND wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSCHD · BND

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

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.2%	−0.1%	−4.5%	$161.4B
4	FSTB	Fidelity Short-Term Bond ETFRead Desk	0.21%	1.46%	−0.1%	new	new	new	new	[…]	$233M

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

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.2%	−0.1%	−4.5%	$161.4B
4	FSTB	Fidelity Short-Term Bond ETFRead Desk	0.21%	1.46%	−0.1%	new	new	new	new	[…]	$233M

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

Cards for this view

SCHD vs BND

SCHD

Schwab U.S. Dividend Equity

$16,352

BND

Vanguard Total Bond Market

$9,944

MeasureSCHDBND

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield2.97%4.15%

5 years, per year+10.3%−0.1%

3 years, per year+21.2%+5.2%

Worst drop · 1Y−6.9%−4.5%

Volatility · 1Y11.4%4.0%

4–2measures won
BND first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FSTB, SCHD, VIG, BND

Today

14.5%most shared, SCHD and VIG

FSTBSCHDVIGBND

FSTB—[…][…][…]

SCHD[…]—14.5%[…]

VIG[…]14.5%—[…]

BND[…][…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$412most kept, BND

BND$415 − $3 = $412

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

FSTB$146 − $21 = $125

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee