HTAX vs SCHD5YHTAXHTAXAvsBSCHDSCHDNomura National High-Yield Municipal Bond ETF · $98MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in[…]3 years · per year[…] · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.49%Expense ratio$49 · $6 on $10k · lower wins0.06%4.71%12-mo yield$471 · $292 on $10k2.92%
Overlap: HTAX, SCHD, SGOVToday[…]holdings […]HTAXSCHDSGOVHTAX—[…][…]SCHD[…]—[…]SGOV[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
HTAX vs SCHD5YAHTAXNomura National High-Yield Municipal Bond[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureHTAXSCHDFee0.49%0.06%Cost on $10k a year$49$6Yield4.71%2.92%5 years, per year[…]+10.4%3 years, per year[…]+20.2%Worst drop · 1Y−8.1%−6.9%Volatility · 1Y5.6%
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%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.8%+4.5%+3.9%−0.0%$117.1B3AHTAXNomura National High-Yield Municipal Bond ETFReadDesk0.49%4.71%−0.7%+0.1%−0.1%newnew−8.1%$98MEnd-of-day Nov 13, 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%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.8%+4.5%+3.9%−0.0%$117.1B3AHTAXNomura National High-Yield Municipal Bond ETFReadDesk0.49%4.71%−0.7%+0.1%−0.1%newnew−8.1%$98MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
SGOV vs BILYTDiSharesSGOViSA+3.2%vsBSBILSPDR+3.2%Jan 1Nov 13+3.2%+3.2%+3.2%Year to date+3.2%3.6%Yield3.7%$117BAssets$49.3B1–0BIL winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: HTAX, SCHD, SGOVToday[…]holdings […]HTAXSCHDSGOVHTAX—[…][…]SCHD[…]—[…]SGOV[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$422most kept, HTAXHTAX$471 − $49 = $422SGOV$363 − $9 = $354SCHD$292 − $6 = $286KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee