SCHD vs SCMB

ASCHD

BSCMB

Measures won1–4SCMB wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.03%SCMB · $3 on $10k

Most income3.61%SCMB · $361 on $10k

Smallest drop−6.7%SCMB · worst fall in 1Y

Held in common[…]SCHD and SCMB

SCHD

SCMB

Schwab U.S. Dividend Equity ETF · $123BSchwab Municipal Bond ETF · $4.1B

+20.3%3 years · per year$17,414 · $11,395+4.4%

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

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

2.98%12-mo yield$298 · $361 on $10k3.61%

−6.9%Worst dropSmaller wins−6.7%

11.7%VolatilityLower wins3.8%

1–4SCMB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · SCMB

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

Both

5Y2 funds

#			Trend
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	BSCMB	Schwab Municipal Bond ETFRead Desk		0.03%	3.61%	+0.4%	0.0%	+0.4%	+4.4%	new	−6.7%	$4.1B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BSCMB	Schwab Municipal Bond ETFRead Desk		0.03%	3.61%	+0.4%	0.0%	+0.4%	+4.4%	new	−6.7%	$4.1B

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 SCMB

SCHD

Schwab U.S. Dividend Equity

$16,375

SCMB

Schwab Municipal Bond

[…]

MeasureSCHDSCMB

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield2.98%3.61%

5 years, per year+10.4%[…]

3 years, per year+20.3%+4.4%

Worst drop · 1Y−6.9%−6.7%

Volatility · 1Y11.7%3.8%

4–1measures won
SCMB 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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCHD, SCMB

Today

[…]holdings […]

SCHDSCMB

SCHD—[…]

SCMB[…]—

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

Income After Fees on $10,000

$358most kept, SCMB

SCMB$361 − $3 = $358

SCHD$298 − $6 = $292

KeptFee

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