SCHD vs SUSB

ASCHD

BSUSB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income4.60%SUSB · $460 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

+20.3%3 years · per year$17,414 · $11,803+5.7%

+10.4%5 years · per year$16,375 · $11,294+2.5%

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

2.98%12-mo yield$298 · $460 on $10k4.60%

−6.9%Worst dropSmaller wins−1.6%

11.7%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 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BSUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETFRead Desk	0.12%	4.60%	+0.1%	+1.2%	+2.2%	+5.7%	+2.5%	−1.6%	$1.3B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BSUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETFRead Desk	0.12%	4.60%	+0.1%	+1.2%	+2.2%	+5.7%	+2.5%	−1.6%	$1.3B

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 SUSB

SCHD

Schwab U.S. Dividend Equity

$16,375

SUSB

iShares ESG Aware 1-5 Year USD Corporate Bond

$11,294

MeasureSCHDSUSB

Fee0.06%0.12%

Cost on $10k a year$6$12

Yield2.98%4.60%

5 years, per year+10.4%+2.5%

3 years, per year+20.3%+5.7%

Worst drop · 1Y−6.9%−1.6%

Volatility · 1Y11.7%2.1%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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, SUSB, VIG

Today

14.5%most shared, SCHD and VIG

SCHDSUSBVIG

SCHD—[…]14.5%

SUSB[…]—[…]

VIG14.5%[…]—

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

Income After Fees on $10,000

$448most kept, SUSB

SUSB$460 − $12 = $448

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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