SCHD vs NUMI5YSCHDSCHDAvsBNUMINUMISchwab U.S. Dividend Equity ETF · $124BNuveen Municipal Income · $95MReturns · dividends in+20.2%3 years · per year$17,374 · […][…]+10.4%5 years · per year$16,418 · […][…]Cost and income0.06%Expense ratio$6 · $30 on $10k · lower wins0.30%2.92%12-mo yield$292 · $350 on $10k3.50%
Overlap: SCHD, NUMI, SGOVToday0.1%most shared, SCHD and NUMISCHDNUMISGOVSCHD—0.1%[…]NUMI0.1%—[…]SGOV[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SCHD vs NUMI5YASCHDSchwab U.S. Dividend Equity$16,418vsNUMIBNuveen Municipal Income[…]MeasureSCHDNUMIFee0.06%0.30%Cost on $10k a year$6$30Yield2.92%3.50%5 years, per year+10.4%[…]3 years, per year+20.2%[…]Worst drop · 1Y−6.9%−7.3%Volatility · 1Y11.7%4.4%
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%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.8%+4.5%+3.9%−0.0%$117.1B3BNUMINuveen Municipal IncomeReadDesk0.30%3.50%−0.3%−0.5%−0.1%newnew−7.3%$95MEnd-of-day Nov 13, 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%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.8%+4.5%+3.9%−0.0%$117.1B3BNUMINuveen Municipal IncomeReadDesk0.30%3.50%−0.3%−0.5%−0.1%newnew−7.3%$95MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
SGOV vs BILYTDiSharesSGOViSA+3.2%vsBSBILSPDR+3.2%Jan 1Nov 13+3.2%+3.2%+3.2%Year to date+3.2%3.6%Yield3.7%$117BAssets$49.3B1–0BIL winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: SCHD, NUMI, SGOVToday0.1%most shared, SCHD and NUMISCHDNUMISGOVSCHD—0.1%[…]NUMI0.1%—[…]SGOV[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$354most kept, SGOVSGOV$363 − $9 = $354NUMI$350 − $30 = $320SCHD$292 − $6 = $286KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee