SCHD vs SUSB

ASCHD

BSUSB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SUSB $11,280

Lowest cost0.03%BND · $3 on $10k

Most income4.61%SUSB · $461 on $10k

Smallest drop−1.6%SUSB · worst fall in 1Y

Held in common[…]SCHD and SUSB

SCHD

SUSB

Schwab U.S. Dividend Equity ETF · $123BiShares ESG Aware 1-5 Year USD Corporate Bond ETF · $1.3B

+21.4%3 years · per year$17,908 · $11,789+5.6%

+11.0%5 years · per year$16,881 · $11,280+2.4%

0.06%Expense ratio$6 · $12 on $10k · lower wins0.12%

2.91%12-mo yield$291 · $461 on $10k4.61%

−6.9%Worst dropSmaller wins−1.6%

11.5%VolatilityLower wins2.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · SUSB

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

Held in common[…]

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BSUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETFRead Desk	0.12%	4.61%	+0.3%	+1.1%	+2.2%	+5.6%	+2.4%	−1.6%	$1.3B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BSUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETFRead Desk	0.12%	4.61%	+0.3%	+1.1%	+2.2%	+5.6%	+2.4%	−1.6%	$1.3B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.13%	+0.4%	−0.1%	+0.3%	+5.5%	−0.1%	−4.5%	$161.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs SUSB

SCHD

Schwab U.S. Dividend Equity

$16,881

SUSB

iShares ESG Aware 1-5 Year USD Corporate Bond

$11,280

MeasureSCHDSUSB

Fee0.06%0.12%

Cost on $10k a year$6$12

Yield2.91%4.61%

5 years, per year+11.0%+2.4%

3 years, per year+21.4%+5.6%

Worst drop · 1Y−6.9%−1.6%

Volatility · 1Y11.5%2.1%

3–3measures won
level

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SCHD, SUSB, BND

Today

[…]holdings […]

SCHDSUSBBND

SCHD—[…][…]

SUSB[…]—[…]

BND[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$449most kept, SUSB

SUSB$461 − $12 = $449

BND$413 − $3 = $410

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee