SCHD vs AAA

ASCHD

BAAA

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · AAA $12,661

Lowest cost0.06%SCHD · $6 on $10k

Most income4.60%AAA · $460 on $10k

Smallest drop−1.1%AAA · worst fall in 1Y

Held in common[…]SCHD and AAA

Schwab U.S. Dividend Equity ETF · $122BAlternative Access First Priority CLO Bond ETF · $72M

+19.5%3 years · per year$17,062 · $11,728+5.5%

+10.4%5 years · per year$16,428 · $12,661+4.8%

0.06%Expense ratio$6 · $19 on $10k · lower wins0.19%

2.94%12-mo yield$294 · $460 on $10k4.60%

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

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	BAAA	Alternative Access First Priority CLO Bond ETFRead Desk		0.19%	4.60%	+0.1%	+3.2%	+4.1%	+5.5%	+4.8%	−1.1%	$72M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	BAAA	Alternative Access First Priority CLO Bond ETFRead Desk		0.19%	4.60%	+0.1%	+3.2%	+4.1%	+5.5%	+4.8%	−1.1%	$72M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD

Schwab U.S. Dividend Equity

$16,428

AAA

Alternative Access First Priority CLO Bond

$12,661

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