PTRB vs SCHD5YPTRBPTRBAvsBSCHDSCHDPGIM Total Return Bond ETF · $1.2BSchwab U.S. Dividend Equity ETF · $122BReturns · dividends in+5.8%3 years · per year$11,829 · $17,062+19.5%[…]5 years · per year[…] · $16,428+10.4%Cost and income0.49%Expense ratio$49 · $6 on $10k · lower wins0.06%4.81%12-mo yield$481 · $294 on $10k
Overlap: PTRB, SCHD, SGOVToday0.0%most shared, PTRB and SCHDPTRBSCHDSGOVPTRB—0.0%[…]SCHD0.0%—[…]SGOV[…][…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
PTRB vs SCHD5YAPTRBPGIM Total Return Bond[…]vsSCHDBSchwab U.S. Dividend Equity$16,428MeasurePTRBSCHDFee0.49%0.06%Cost on $10k a year$49$6Yield4.81%2.94%5 years, per year[…]+10.4%3 years, per year+5.8%+19.5%Worst drop · 1Y−4.9%−6.9%Volatility · 1Y4.2%
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%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B2SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.8%+4.5%+3.9%0.0%$116.4B3APTRBPGIM Total Return Bond ETFReadDesk0.49%4.81%+0.1%−0.3%+0.2%+5.8%new−4.9%$1.2BEnd-of-day Nov 10, 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%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B2SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.8%+4.5%+3.9%0.0%$116.4B3APTRBPGIM Total Return Bond ETFReadDesk0.49%4.81%+0.1%−0.3%+0.2%+5.8%new−4.9%$1.2BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
SGOV vs BILYTDiSharesSGOViSA+3.2%vsBSBILSPDR+3.1%Jan 1Nov 10+3.2%+3.1%+3.2%Year to date+3.1%3.6%Yield3.7%$116BAssets$48.7B1–1levelEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: PTRB, SCHD, SGOVToday0.0%most shared, PTRB and SCHDPTRBSCHDSGOVPTRB—0.0%[…]SCHD0.0%—[…]SGOV[…][…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$432most kept, PTRBPTRB$481 − $49 = $432SGOV$363 − $9 = $354SCHD$294 − $6 = $288KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee