ILS vs SCHD

AILS

BSCHD

Measures won3–1ILS wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · BND $9,974

Lowest cost0.03%BND · $3 on $10k

Most income7.98%ILS · $798 on $10k

Smallest drop−1.8%ILS · worst fall in 1Y

Held in common[…]ILS and SCHD

ILS

SCHD

Brookmont Catastrophic Bond ETF · $126MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

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

2.65%Expense ratio$265 · $6 on $10k · lower wins0.06%

7.98%12-mo yield$798 · $300 on $10k3.00%

−1.8%Worst dropSmaller wins−6.9%

4.3%VolatilityLower wins11.7%

3–1ILS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsILS · SCHD

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

Held in common[…]

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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
3	AILS	Brookmont Catastrophic Bond ETFRead Desk	2.65%	7.98%	0.0%	+8.1%	+9.2%	new	new	−1.8%	$126M

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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
3	AILS	Brookmont Catastrophic Bond ETFRead Desk	2.65%	7.98%	0.0%	+8.1%	+9.2%	new	new	−1.8%	$126M

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

ILS vs SCHD

ILS

Brookmont Catastrophic Bond

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureILSSCHD

Fee2.65%0.06%

Cost on $10k a year$265$6

Yield7.98%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−1.8%−6.9%

Volatility · 1Y4.3%11.7%

3–1measures won
ILS first

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

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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: ILS, SCHD, BND

Today

[…]holdings […]

ILSSCHDBND

ILS—[…][…]

SCHD[…]—[…]

BND[…][…]—

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

Income After Fees on $10,000

$533most kept, ILS

ILS$798 − $265 = $533

BND$412 − $3 = $409

SCHD$300 − $6 = $294

KeptFee

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