SCCR vs SCHD

ASCCR

BSCHD

Measures won3–1SCCR wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income4.65%SCCR · $465 on $10k

Smallest drop−4.9%SCCR · worst fall in 1Y

Held in common0.0%SCCR and SCHD

SCCR

SCHD

Schwab Core Bond ETF · $1.9BSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.16%Expense ratio$16 · $6 on $10k · lower wins0.06%

4.65%12-mo yield$465 · $291 on $10k2.91%

−4.9%Worst dropSmaller wins−6.9%

4.0%VolatilityLower wins11.5%

3–1SCCR wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCCR · SCHD

1.7%GVMXX0.0%

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ASCCR	Schwab Core Bond ETFRead Desk		0.16%	4.65%	+0.5%	−0.4%	+0.2%	new	new	−4.9%	$1.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ASCCR	Schwab Core Bond ETFRead Desk		0.16%	4.65%	+0.5%	−0.4%	+0.2%	new	new	−4.9%	$1.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCCR vs SCHD

SCCR

Schwab Core Bond

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSCCRSCHD

Fee0.16%0.06%

Cost on $10k a year$16$6

Yield4.65%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−4.9%−6.9%

Volatility · 1Y4.0%11.5%

3–1measures won
SCCR first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCCR, SCHD

Today

0.0%most shared, SCCR and SCHD

SCCRSCHD

SCCR—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$449most kept, SCCR

SCCR$465 − $16 = $449

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee