SCMB vs SCHD

ASCMB

BSCHD

Measures won4–1SCMB wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · MUB $10,414

Lowest cost0.03%SCMB · $3 on $10k

Most income3.61%SCMB · $361 on $10k

Smallest drop−6.3%MUB · worst fall in 1Y

Held in common[…]SCMB and SCHD

SCMB

SCHD

Schwab Municipal Bond ETF · $4.1BSchwab U.S. Dividend Equity ETF · $120B

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

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

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

3.61%12-mo yield$361 · $298 on $10k2.98%

−6.7%Worst dropSmaller wins−6.9%

3.8%VolatilityLower wins11.7%

4–1SCMB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCMB · SCHD

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B
3	ASCMB	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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.4%	+0.5%	+0.9%	+4.5%	+0.8%	−6.3%	$54.9B
3	ASCMB	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

SCMB vs SCHD

SCMB

Schwab Municipal Bond

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSCMBSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield3.61%2.98%

5 years, per year[…]+10.4%

3 years, per year+4.4%+20.3%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y3.8%11.7%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCMB, SCHD, MUB

Today

[…]holdings […]

SCMBSCHDMUB

SCMB—[…][…]

SCHD[…]—[…]

MUB[…][…]—

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

MUB$327 − $5 = $322

SCHD$298 − $6 = $292

KeptFee

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