SCHD vs SCEC

ASCHD

BSCEC

Measures won1–3SCEC wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · BND $9,983

Lowest cost0.03%BND · $3 on $10k

Most income5.14%SCEC · $514 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common0.0%SCHD and SCEC

SCHD

SCEC

Schwab U.S. Dividend Equity ETF · $123BSterling Capital Enhanced Core Bond ETF · $617M

+20.3%3 years · per year$17,414 · […][…]

+10.4%5 years · per year$16,375 · […][…]

0.06%Expense ratio$6 · $39 on $10k · lower wins0.39%

2.98%12-mo yield$298 · $514 on $10k5.14%

−6.9%Worst dropSmaller wins−4.8%

11.7%VolatilityLower wins4.0%

1–3SCEC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · SCEC

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

Held in common0.0%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
3	BSCEC	Sterling Capital Enhanced Core Bond ETFRead Desk	0.39%	5.14%	+0.2%	−1.0%	−0.5%	new	new	−4.8%	$617M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
3	BSCEC	Sterling Capital Enhanced Core Bond ETFRead Desk	0.39%	5.14%	+0.2%	−1.0%	−0.5%	new	new	−4.8%	$617M

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

Cards for this view

SCHD vs SCEC

SCHD

Schwab U.S. Dividend Equity

$16,375

SCEC

Sterling Capital Enhanced Core Bond

[…]

MeasureSCHDSCEC

Fee0.06%0.39%

Cost on $10k a year$6$39

Yield2.98%5.14%

5 years, per year+10.4%[…]

3 years, per year+20.3%[…]

Worst drop · 1Y−6.9%−4.8%

Volatility · 1Y11.7%4.0%

3–1measures won
SCEC first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SCEC, SCHD, BND

Today

0.0%most shared, SCEC and SCHD

SCECSCHDBND

SCEC—0.0%[…]

SCHD0.0%—[…]

BND[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$475most kept, SCEC

SCEC$514 − $39 = $475

BND$412 − $3 = $409

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee