SCHD vs BAB

ASCHD

BBAB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · BAB $9,500

Lowest cost0.06%SCHD · $6 on $10k

Most income4.40%BAB · $440 on $10k

Smallest drop−6.5%BAB · worst fall in 1Y

Held in common0.0%SCHD and BAB

SCHD

BAB

Schwab U.S. Dividend Equity ETF · $120BInvesco Taxable Municipal Bond ETF · $883M

+20.0%3 years · per year$17,266 · $11,870+5.9%

+10.2%5 years · per year$16,267 · $9,500−1.0%

0.06%Expense ratio$6 · $28 on $10k · lower wins0.28%

3.00%12-mo yield$300 · $440 on $10k4.40%

−6.9%Worst dropSmaller wins−6.5%

11.7%VolatilityLower wins5.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · BAB

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

Held in common0.0%

End-of-day Nov 6, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BBAB	Invesco Taxable Municipal Bond ETFRead Desk		0.28%	4.40%	0.0%	−0.8%	0.0%	+5.9%	−1.0%	−6.5%	$883M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BBAB	Invesco Taxable Municipal Bond ETFRead Desk		0.28%	4.40%	0.0%	−0.8%	0.0%	+5.9%	−1.0%	−6.5%	$883M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs BAB

SCHD

Schwab U.S. Dividend Equity

$16,267

BAB

Invesco Taxable Municipal Bond

$9,500

MeasureSCHDBAB

Fee0.06%0.28%

Cost on $10k a year$6$28

Yield3.00%4.40%

5 years, per year+10.2%−1.0%

3 years, per year+20.0%+5.9%

Worst drop · 1Y−6.9%−6.5%

Volatility · 1Y11.7%5.6%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, BAB

Today

0.0%most shared, SCHD and BAB

SCHDBAB

SCHD—0.0%

BAB0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$412most kept, BAB

BAB$440 − $28 = $412

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee