MUB vs SCHD5YMUBMUBAvsBSCHDSCHDiShares National Muni Bond ETF · $54.6BSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+3.1%3 years · per year$10,968 · $17,374+20.2%+0.5%5 years · per year$10,241 · $16,418+10.4%Cost and income0.05%Expense ratio$5 · $6 on $10k · lower wins0.06%3.31%
Overlap: MUB, SCHD, XLFToday3.4%most shared, SCHD and XLFMUBSCHDXLFMUB—[…][…]SCHD[…]—3.4%XLF[…]3.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
MUB vs SCHD5YAMUBiShares National Muni Bond$10,241vsSCHDBSchwab U.S. Dividend Equity$16,418$10k$13k$15kNov 2021Nov 2026
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%$123.6B2XLFState Street Financial Select Sector SPDR ETFReadDesk0.08%1.41%+0.8%+8.5%+11.1%+22.2%+9.8%−14.8%$54.2B3AMUBiShares National Muni Bond ETFReadDesk0.05%3.31%−0.4%−0.7%−0.4%+3.1%+0.5%−6.3%$54.6BEnd-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%$123.6B2XLFState Street Financial Select Sector SPDR ETFReadDesk0.08%1.41%+0.8%+8.5%+11.1%+22.2%+9.8%−14.8%$54.2B3AMUBiShares National Muni Bond ETFReadDesk0.05%3.31%−0.4%−0.7%−0.4%+3.1%+0.5%−6.3%$54.6BEnd-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
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
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: MUB, SCHD, XLFToday3.4%most shared, SCHD and XLFMUBSCHDXLFMUB—[…][…]SCHD[…]—3.4%XLF[…]3.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$326most kept, MUBMUB$331 − $5 = $326SCHD$292 − $6 = $286XLF$141 − $8 = $133KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee