SPSB vs SCHD

ASPSB

BSCHD

Measures won4–2SPSB wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SPSB $11,576

Lowest cost0.04%SPSB · $4 on $10k

Most income4.38%SPSB · $438 on $10k

Smallest drop−1.0%SPSB · worst fall in 1Y

Held in common[…]SPSB and SCHD

SPSB

SCHD

State Street SPDR Portfolio Short Term Corporate Bond ETF · $11.3BSchwab U.S. Dividend Equity ETF · $123B

+5.3%3 years · per year$11,676 · $17,908+21.4%

+3.0%5 years · per year$11,576 · $16,881+11.0%

0.04%Expense ratio$4 · $6 on $10k · lower wins0.06%

4.38%12-mo yield$438 · $291 on $10k2.91%

−1.0%Worst dropSmaller wins−6.9%

1.4%VolatilityLower wins11.5%

4–2SPSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPSB · SCHD

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

Held in common[…]

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ASPSB	State Street SPDR Portfolio Short Term Corporate Bond ETFRead Desk		0.04%	4.38%	+0.1%	+1.9%	+2.8%	+5.3%	+3.0%	−1.0%	$11.3B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	ASPSB	State Street SPDR Portfolio Short Term Corporate Bond ETFRead Desk		0.04%	4.38%	+0.1%	+1.9%	+2.8%	+5.3%	+3.0%	−1.0%	$11.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPSB vs SCHD

SPSB

SPDR Portfolio Short Term Corporate Bond

$11,576

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureSPSBSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield4.38%2.91%

5 years, per year+3.0%+11.0%

3 years, per year+5.3%+21.4%

Worst drop · 1Y−1.0%−6.9%

Volatility · 1Y1.4%11.5%

4–2measures won
SPSB first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SPSB, SCHD

Today

[…]holdings […]

SPSBSCHD

SPSB—[…]

SCHD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$434most kept, SPSB

SPSB$438 − $4 = $434

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee