SCHD vs LMUB

ASCHD

BLMUB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,454SCHD · BND $9,990

Lowest cost0.03%BND · $3 on $10k

Most income4.12%BND · $412 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]SCHD and LMUB

SCHD

LMUB

Schwab U.S. Dividend Equity ETF · $120BiShares Long-Term National Muni Bond ETF · $2.0B

+19.6%3 years · per year$17,118 · […][…]

+10.5%5 years · per year$16,454 · […][…]

0.06%Expense ratio$6 · $9 on $10k · lower wins0.09%

2.96%12-mo yield$296 · $394 on $10k3.94%

−6.9%Worst dropSmaller wins−9.5%

11.8%VolatilityLower wins5.3%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · LMUB

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

Held in common[…]

End-of-day Nov 9, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.1%	+0.1%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	BLMUB	iShares Long-Term National Muni Bond ETFRead Desk	0.09%	3.94%	+0.3%	+0.3%	+0.6%	new	new	−9.5%	$2.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.1%	+0.1%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
3	BLMUB	iShares Long-Term National Muni Bond ETFRead Desk	0.09%	3.94%	+0.3%	+0.3%	+0.6%	new	new	−9.5%	$2.0B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs LMUB

SCHD

Schwab U.S. Dividend Equity

$16,454

LMUB

iShares Long-Term National Muni Bond

[…]

MeasureSCHDLMUB

Fee0.06%0.09%

Cost on $10k a year$6$9

Yield2.96%3.94%

5 years, per year+10.5%[…]

3 years, per year+19.6%[…]

Worst drop · 1Y−6.9%−9.5%

Volatility · 1Y11.8%5.3%

2–2measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.0%

+0.1%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: LMUB, SCHD, BND

Today

[…]holdings […]

LMUBSCHDBND

LMUB—[…][…]

SCHD[…]—[…]

BND[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

LMUB$394 − $9 = $385

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee