NEAR vs SCHD5YNEARNEARAvsBSCHDSCHDiShares Short Duration Bond Active ETF · $5.3BSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+4.9%3 years · per year$11,542 · $17,234+19.9%+4.0%5 years · per year$12,145 · $16,418+10.4%Cost and income0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%4.52%
Overlap: NEAR, SCHD, SGOVToday[…]holdings […]NEARSCHDSGOVNEAR—[…][…]SCHD[…]—[…]SGOV[…][…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
NEAR vs SCHD5YANEARiShares Short Duration Bond Active$12,146vsSCHDBSchwab 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%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2ANEARiShares Short Duration Bond Active ETFReadDesk0.25%4.52%0.0%+1.3%+2.1%+4.9%+4.0%−1.1%$5.3B3SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.7%+4.5%+3.9%−0.0%$116.5BEnd-of-day Nov 11, 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%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2ANEARiShares Short Duration Bond Active ETFReadDesk0.25%4.52%0.0%+1.3%+2.1%+4.9%+4.0%−1.1%$5.3B3SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.7%+4.5%+3.9%−0.0%$116.5BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
SGOV vs BILYTDiSharesSGOViSA+3.2%vsBSBILSPDR+3.1%Jan 1Nov 11+3.2%+3.1%+3.2%Year to date+3.1%3.6%Yield3.7%$117BAssets$49.0B1–1levelEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: NEAR, SCHD, SGOVToday[…]holdings […]NEARSCHDSGOVNEAR—[…][…]SCHD[…]—[…]SGOV[…][…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$427most kept, NEARNEAR$452 − $25 = $427SGOV$363 − $9 = $354SCHD$293 − $6 = $287KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee