SCHD vs UTEN5YSCHDSCHDAvsBUTENUTENSchwab U.S. Dividend Equity ETF · $123BUS Treasury 10 Year Note ETF · $267MReturns · dividends in+19.5%3 years · per year$17,062 · $10,962+3.1%+10.4%5 years · per year$16,428 · […][…]Cost and income0.06%Expense ratio$6 · $15 on $10k · lower wins0.15%2.94%12-mo yield$294 · $428 on $10k4.28%Risk · 1 year−6.9%End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 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%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2BUTENUS Treasury 10 Year Note ETFReadDesk0.15%4.28%−0.9%−2.5%−2.5%+3.1%new−7.6%$267MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 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%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2BUTENUS Treasury 10 Year Note ETFReadDesk0.15%4.28%−0.9%−2.5%−2.5%+3.1%new−7.6%$267MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in SCHD, UTEN5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: SCHD, UTENToday[…]holdings […]SCHDUTENSCHD—[…]UTEN[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SCHD vs UTEN5YASCHDSchwab U.S. Dividend Equity$16,428vsUTENBUS Treasury 10 Year Note[…]MeasureSCHDUTENFee0.06%0.15%Cost on $10k a year$6$15Yield2.94%4.28%5 years, per year+10.4%[…]3 years, per year+19.5%+3.1%Worst drop · 1Y−6.9%−7.6%Volatility · 1Y11.8%
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: SCHD, UTENToday[…]holdings […]SCHDUTENSCHD—[…]UTEN[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$413most kept, UTENUTEN$428 − $15 = $413SCHD$294 − $6 = $288KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee