PWZ vs SCHD5YPWZPWZAvsBSCHDSCHDInvesco California AMT-Free Municipal Bond ETF · $1.3BSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+3.6%3 years · per year$11,108 · $17,062+19.5%−0.3%5 years · per year$9,831 · $16,428+10.4%Cost and income0.28%Expense ratio$28 · $6 on $10k · lower wins0.06%3.94%
Overlap: PWZ, SCHD, SGOVToday[…]holdings […]PWZSCHDSGOVPWZ—[…][…]SCHD[…]—[…]SGOV[…][…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
PWZ vs SCHD5YAPWZInvesco California AMT-Free Municipal Bond$9,831vsSCHDBSchwab U.S. Dividend Equity$16,428$10k$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%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.8%+4.5%+3.9%0.0%$116.5B3APWZInvesco California AMT-Free Municipal Bond ETFReadDesk0.28%3.94%−0.6%−0.6%−0.4%+3.6%−0.3%−9.1%$1.3BEnd-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%$122.7B2SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.8%+4.5%+3.9%0.0%$116.5B3APWZInvesco California AMT-Free Municipal Bond ETFReadDesk0.28%3.94%−0.6%−0.6%−0.4%+3.6%−0.3%−9.1%$1.3BEnd-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%$123BAssets$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%$117BAssets$49.0B1–1levelEnd-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%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: PWZ, SCHD, SGOVToday[…]holdings […]PWZSCHDSGOVPWZ—[…][…]SCHD[…]—[…]SGOV[…][…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$366most kept, PWZPWZ$394 − $28 = $366SGOV$363 − $9 = $354SCHD$294 − $6 = $288KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee