PCLO vs SCHD

APCLO

BSCHD

Measures won3–1PCLO wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · BND $9,944

Lowest cost0.03%BND · $3 on $10k

Most income5.00%PCLO · $500 on $10k

Smallest drop−0.2%PCLO · worst fall in 1Y

Held in common[…]PCLO and SCHD

PCLO

SCHD

Virtus ETF Trust II - Virtus Seix AAA Private Credit CLO ETF · $19MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

5.00%12-mo yield$500 · $297 on $10k2.97%

−0.2%Worst dropSmaller wins−6.9%

0.9%VolatilityLower wins11.4%

3–1PCLO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPCLO · SCHD

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

Held in common[…]

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.2%	−0.1%	−4.5%	$161.4B
3	APCLO	Virtus ETF Trust II - Virtus Seix AAA Private Credit CLO ETFRead Desk	0.29%	5.00%	0.0%	+4.0%	+4.9%	new	new	−0.2%	$19M

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.2%	−0.1%	−4.5%	$161.4B
3	APCLO	Virtus ETF Trust II - Virtus Seix AAA Private Credit CLO ETFRead Desk	0.29%	5.00%	0.0%	+4.0%	+4.9%	new	new	−0.2%	$19M

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

Cards for this view

PCLO vs SCHD

PCLO

Virtus ETF Trust II - Virtus Seix AAA Private Credit CLO

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasurePCLOSCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield5.00%2.97%

5 years, per year[…]+10.3%

3 years, per year[…]+21.2%

Worst drop · 1Y−0.2%−6.9%

Volatility · 1Y0.9%11.4%

3–1measures won
PCLO first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: PCLO, SCHD, BND

Today

[…]holdings […]

PCLOSCHDBND

PCLO—[…][…]

SCHD[…]—[…]

BND[…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$471most kept, PCLO

PCLO$500 − $29 = $471

BND$415 − $3 = $412

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee