FTBD vs SCHD

AFTBD

BSCHD

Measures won3–2FTBD wins · of 6 · 5Y

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

Lowest cost0.06%SCHD · $6 on $10k

Most income5.12%FTBD · $512 on $10k

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

Held in common0.0%FTBD and SCHD

FTBD

SCHD

Fidelity Tactical Bond ETF · $38MSchwab U.S. Dividend Equity ETF · $120B

+6.1%3 years · per year$11,948 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

5.12%12-mo yield$512 · $300 on $10k3.00%

−4.4%Worst dropSmaller wins−6.9%

4.5%VolatilityLower wins11.7%

3–2FTBD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTBD · 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%	$119.9B
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%	$116.5B
3	AFTBD	Fidelity Tactical Bond ETFRead Desk	0.55%	5.12%	0.0%	+0.1%	+0.8%	+6.1%	new	−4.4%	$38M

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%	$119.9B
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%	$116.5B
3	AFTBD	Fidelity Tactical Bond ETFRead Desk	0.55%	5.12%	0.0%	+0.1%	+0.8%	+6.1%	new	−4.4%	$38M

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

FTBD vs SCHD

FTBD

Fidelity Tactical Bond

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFTBDSCHD

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield5.12%3.00%

5 years, per year[…]+10.2%

3 years, per year+6.1%+20.0%

Worst drop · 1Y−4.4%−6.9%

Volatility · 1Y4.5%11.7%

3–2measures won
FTBD first

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$48.3B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FTBD, SCHD, SGOV

Today

0.0%most shared, FTBD and SCHD

FTBDSCHDSGOV

FTBD—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

$457most kept, FTBD

FTBD$512 − $55 = $457

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

KeptFee

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