SCHD vs PBTP

ASCHD

BPBTP

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · PBTP $11,539

Lowest cost0.03%BND · $3 on $10k

Most income4.12%BND · $412 on $10k

Smallest drop−1.3%PBTP · worst fall in 1Y

Held in common0.0%SCHD and PBTP

SCHD

PBTP

Schwab U.S. Dividend Equity ETF · $120BInvesco 0-5 Yr US TIPS ETF · $250M

+20.0%3 years · per year$17,266 · $11,534+4.9%

+10.2%5 years · per year$16,267 · $11,539+2.9%

0.06%Expense ratio$6 · $7 on $10k · lower wins0.07%

3.00%12-mo yield$300 · $400 on $10k4.00%

−6.9%Worst dropSmaller wins−1.3%

11.7%VolatilityLower wins1.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · PBTP

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

Held in common0.0%

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	ASCHD	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	BPBTP	Invesco 0-5 Yr US TIPS ETFRead Desk	0.07%	4.00%	0.0%	+2.1%	+2.4%	+4.9%	+2.9%	−1.3%	$250M
3	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

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	ASCHD	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	BPBTP	Invesco 0-5 Yr US TIPS ETFRead Desk	0.07%	4.00%	0.0%	+2.1%	+2.4%	+4.9%	+2.9%	−1.3%	$250M
3	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

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

SCHD vs PBTP

SCHD

Schwab U.S. Dividend Equity

$16,267

PBTP

Invesco 0-5 Yr US TIPS

$11,539

MeasureSCHDPBTP

Fee0.06%0.07%

Cost on $10k a year$6$7

Yield3.00%4.00%

5 years, per year+10.2%+2.9%

3 years, per year+20.0%+4.9%

Worst drop · 1Y−6.9%−1.3%

Volatility · 1Y11.7%1.6%

3–3measures won
level

0.0%

holdings shared

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: PBTP, SCHD, BND

Today

0.0%most shared, PBTP and SCHD

PBTPSCHDBND

PBTP—0.0%[…]

SCHD0.0%—[…]

BND[…][…]—

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

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

PBTP$400 − $7 = $393

SCHD$300 − $6 = $294

KeptFee

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