SCMB vs SCHD

ASCMB

BSCHD

Measures won4–1SCMB wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.03%SCMB · $3 on $10k

Most income4.15%AGG · $415 on $10k

Smallest drop−4.6%AGG · worst fall in 1Y

Held in common[…]SCMB and SCHD

SCMB

SCHD

Schwab Municipal Bond ETF · $4.1BSchwab U.S. Dividend Equity ETF · $121B

+4.2%3 years · per year$11,298 · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

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

3.64%12-mo yield$364 · $297 on $10k2.97%

−6.7%Worst dropSmaller wins−6.9%

3.8%VolatilityLower wins11.4%

4–1SCMB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSCMB · SCHD

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

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
4	ASCMB	Schwab Municipal Bond ETFRead Desk	0.03%	3.64%	0.0%	−0.8%	−0.5%	+4.2%	new	−6.7%	$4.1B

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

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	−0.2%	−0.6%	−0.3%	+5.3%	−0.1%	−4.6%	$138.8B
4	ASCMB	Schwab Municipal Bond ETFRead Desk	0.03%	3.64%	0.0%	−0.8%	−0.5%	+4.2%	new	−6.7%	$4.1B

End-of-day Nov 3, 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

$16,352

MeasureSCMBSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield3.64%2.97%

5 years, per year[…]+10.3%

3 years, per year+4.2%+21.2%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y3.8%11.4%

4–1measures won
SCMB first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

BND vs AGG

YTD

VanguardBND

−0.6%

AGGiShares

−0.6%

−0.6%Year to date−0.6%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: SCMB, SCHD, VIG, AGG

Today

14.5%most shared, SCHD and VIG

SCMBSCHDVIGAGG

SCMB—[…][…][…]

SCHD[…]—14.5%[…]

VIG[…]14.5%—[…]

AGG[…][…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$412most kept, AGG

AGG$415 − $3 = $412

SCMB$364 − $3 = $361

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee