HBDC vs SCHD

AHBDC

BSCHD

Measures won3–1HBDC wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income5.13%HBDC · $513 on $10k

Smallest drop−3.0%HBDC · worst fall in 1Y

Held in common[…]HBDC and SCHD

HBDC

SCHD

Hilton BDC Corporate Bond ETF · $90MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

5.13%12-mo yield$513 · $291 on $10k2.91%

−3.0%Worst dropSmaller wins−6.9%

3.0%VolatilityLower wins11.5%

3–1HBDC wins

$10,000 · 5 yearsOne scale

Shared top holdingsHBDC · SCHD

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AHBDC	Hilton BDC Corporate Bond ETFRead Desk		0.39%	5.13%	+0.1%	+1.3%	+2.5%	new	new	−3.0%	$90M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AHBDC	Hilton BDC Corporate Bond ETFRead Desk		0.39%	5.13%	+0.1%	+1.3%	+2.5%	new	new	−3.0%	$90M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HBDC vs SCHD

HBDC

Hilton BDC Corporate Bond

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureHBDCSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield5.13%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−3.0%−6.9%

Volatility · 1Y3.0%11.5%

3–1measures won
HBDC first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HBDC, SCHD

Today

[…]holdings […]

HBDCSCHD

HBDC—[…]

SCHD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$474most kept, HBDC

HBDC$513 − $39 = $474

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee