INVG vs SCHD

AINVG

BSCHD

Measures won3–1INVG wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SGOV $12,086

Lowest cost0.06%SCHD · $6 on $10k

Most income5.01%INVG · $501 on $10k

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

Held in common[…]INVG and SCHD

INVG

SCHD

GMO Systematic Investment Grade Credit ETF · $29MSchwab U.S. Dividend Equity ETF · $123B

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

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

0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%

5.01%12-mo yield$501 · $291 on $10k2.91%

−4.5%Worst dropSmaller wins−6.9%

4.8%VolatilityLower wins11.5%

3–1INVG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsINVG · 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

All Three

5Y3 funds

#
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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
3	AINVG	GMO Systematic Investment Grade Credit ETFRead Desk	0.25%	5.01%	+0.6%	−0.2%	+0.5%	new	new	−4.5%	$29M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
3	AINVG	GMO Systematic Investment Grade Credit ETFRead Desk	0.25%	5.01%	+0.6%	−0.2%	+0.5%	new	new	−4.5%	$29M

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

INVG vs SCHD

INVG

GMO Systematic Investment Grade Credit

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureINVGSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield5.01%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−4.5%−6.9%

Volatility · 1Y4.8%11.5%

3–1measures won
INVG 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

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL 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

Overlap: INVG, SCHD, SGOV

Today

[…]holdings […]

INVGSCHDSGOV

INVG—[…][…]

SCHD[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$476most kept, INVG

INVG$501 − $25 = $476

SGOV$363 − $9 = $354

SCHD$291 − $6 = $285

KeptFee

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