SGOV vs SCHD

ASGOV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · SGOV $12,084

Lowest cost0.06%SCHD · $6 on $10k

Most income3.63%SGOV · $363 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]SGOV and SCHD

SGOV

SCHD

iShares 0-3 Month Treasury Bond ETF · $117BSchwab U.S. Dividend Equity ETF · $121B

+4.5%3 years · per year$11,420 · $17,784+21.2%

+3.9%5 years · per year$12,084 · $16,352+10.3%

0.09%Expense ratio$9 · $6 on $10k · lower wins0.06%

3.63%12-mo yield$363 · $297 on $10k2.97%

0.0%Worst dropSmaller wins−6.9%

0.2%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSGOV · 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

Both

5Y2 funds

#			Trend
1	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
2	ASGOV	iShares 0-3 Month Treasury Bond ETFRead Desk		0.09%	3.63%	0.0%	+3.1%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B

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

Both

5Y2 funds

#			Trend
1	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
2	ASGOV	iShares 0-3 Month Treasury Bond ETFRead Desk		0.09%	3.63%	0.0%	+3.1%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B

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

SGOV vs SCHD

SGOV

iShares 0-3 Month Treasury Bond

$12,084

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureSGOVSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield3.63%2.97%

5 years, per year+3.9%+10.3%

3 years, per year+4.5%+21.2%

Worst drop · 1Y+0.0%−6.9%

Volatility · 1Y0.2%11.4%

3–3measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.1B

1–0BIL 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: SGOV, SCHD

Today

[…]holdings […]

SGOVSCHD

SGOV—[…]

SCHD[…]—

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

Income After Fees on $10,000

$354most kept, SGOV

SGOV$363 − $9 = $354

SCHD$297 − $6 = $291

KeptFee

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