SCHD vs PCR5YSCHDSCHDAvsBPCRPCRSchwab U.S. Dividend Equity ETF · $123BSimplify VettaFi Private Credit Strategy ETF · $2MReturns · dividends in+19.9%3 years · per year$17,234 · […][…]+10.4%5 years · per year$16,418 · […][…]Cost and income0.06%Expense ratio$6 · $76 on $10k · lower wins0.76%2.93%12-mo yield$293 · $1,249 on $10k12.49%
Overlap: SCHD, PCR, SGOVToday[…]holdings […]SCHDPCRSGOVSCHD—[…][…]PCR[…]—[…]SGOV[…][…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
SCHD vs PCR5YASCHDSchwab U.S. Dividend Equity$16,418vsPCRBSimplify VettaFi Private Credit Strategy[…]MeasureSCHDPCRFee0.06%0.76%Cost on $10k a year$6$76Yield2.93%12.49%5 years, per year+10.4%[…]3 years, per year+19.9%[…]Worst drop · 1Y−6.9%−19.4%Volatility · 1Y11.8%
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%+0.5%+34.6%+39.3%+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%$116.5B3BPCRSimplify VettaFi Private Credit Strategy ETFReadDesk0.76%12.49%0.0%−15.4%−17.9%newnew−19.4%$2MEnd-of-day Nov 11, 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%+0.5%+34.6%+39.3%+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%$116.5B3BPCRSimplify VettaFi Private Credit Strategy ETFReadDesk0.76%12.49%0.0%−15.4%−17.9%newnew−19.4%$2MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
SGOV vs BILYTDiSharesSGOViSA+3.2%vsBSBILSPDR+3.1%Jan 1Nov 11+3.2%+3.1%+3.2%Year to date+3.1%3.6%Yield3.7%$117BAssets$49.0B1–1levelEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: SCHD, PCR, SGOVToday[…]holdings […]SCHDPCRSGOVSCHD—[…][…]PCR[…]—[…]SGOV[…][…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,173most kept, PCRPCR$1,249 − $76 = $1,173SGOV$363 − $9 = $354SCHD$293 − $6 = $287KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee