SCHD vs DUSB

ASCHD

BDUSB

Measures won2–3DUSB wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · SGOV $12,086

Lowest cost0.06%SCHD · $6 on $10k

Most income3.92%DUSB · $392 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]SCHD and DUSB

SCHD

DUSB

Schwab U.S. Dividend Equity ETF · $123BDimensional Ultrashort Fixed Income ETF · $2.8B

+20.3%3 years · per year$17,414 · $11,527+4.9%

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

0.06%Expense ratio$6 · $15 on $10k · lower wins0.15%

2.98%12-mo yield$298 · $392 on $10k3.92%

−6.9%Worst dropSmaller wins−0.2%

11.7%VolatilityLower wins0.6%

2–3DUSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · DUSB

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

Held in common[…]

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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
3	BDUSB	Dimensional Ultrashort Fixed Income ETFRead Desk	0.15%	3.92%	+0.1%	+3.1%	+3.7%	+4.9%	new	−0.2%	$2.8B

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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
3	BDUSB	Dimensional Ultrashort Fixed Income ETFRead Desk	0.15%	3.92%	+0.1%	+3.1%	+3.7%	+4.9%	new	−0.2%	$2.8B

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 DUSB

SCHD

Schwab U.S. Dividend Equity

$16,375

DUSB

Dimensional Ultrashort Fixed Income

[…]

MeasureSCHDDUSB

Fee0.06%0.15%

Cost on $10k a year$6$15

Yield2.98%3.92%

5 years, per year+10.4%[…]

3 years, per year+20.3%+4.9%

Worst drop · 1Y−6.9%−0.2%

Volatility · 1Y11.7%0.6%

3–2measures won
DUSB first

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

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

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: SCHD, DUSB, SGOV

Today

[…]holdings […]

SCHDDUSBSGOV

SCHD—[…][…]

DUSB[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$377most kept, DUSB

DUSB$392 − $15 = $377

SGOV$363 − $9 = $354

SCHD$298 − $6 = $292

KeptFee

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