SCHD vs JCAL5YSCHDSCHDAvsBJCALJCALSchwab U.S. Dividend Equity ETF · $123BJPMorgan California Tax Free Bond ETF · $514MReturns · dividends in+19.9%3 years · per year$17,257 · […][…]+10.4%5 years · per year$16,429 · […][…]Cost and income0.06%Expense ratio$6 · $44 on $10k · lower wins0.44%2.93%12-mo yield$293 · $144 on $10k1.44%
Overlap: SCHD, JCAL, SGOVToday[…]holdings […]SCHDJCALSGOVSCHD—[…][…]JCAL[…]—[…]SGOV[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SCHD vs JCAL5YASCHDSchwab U.S. Dividend Equity$16,429vsJCALBJPMorgan California Tax Free Bond[…]MeasureSCHDJCALFee0.06%0.44%Cost on $10k a year$6$44Yield2.93%1.44%5 years, per year+10.4%[…]3 years, per year+19.9%[…]Worst drop · 1Y−6.9%[…]Volatility · 1Y11.7%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.7%+4.5%+3.9%−0.0%$116.9B3BJCALJPMorgan California Tax Free Bond ETFReadDesk0.44%1.44%−0.6%newnewnewnew[…]$514MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.7%+4.5%+3.9%−0.0%$116.9B3BJCALJPMorgan California Tax Free Bond ETFReadDesk0.44%1.44%−0.6%newnewnewnew[…]$514MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
SGOV vs BILYTDiSharesSGOViSA+3.2%vsBSBILSPDR+3.1%Jan 1Nov 12+3.2%+3.1%+3.2%Year to date+3.1%3.6%Yield3.7%$117BAssets$49.3B1–1levelEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: SCHD, JCAL, SGOVToday[…]holdings […]SCHDJCALSGOVSCHD—[…][…]JCAL[…]—[…]SGOV[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$354most kept, SGOVSGOV$363 − $9 = $354SCHD$293 − $6 = $287JCAL$144 − $44 = $100KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee