SPTB vs SCHD5YSPTBSPTBAvsBSCHDSCHDState Street SPDR Portfolio Treasury ETF · $461MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in[…]3 years · per year[…] · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%4.28%12-mo yield$428 · $292 on $10k2.92%Risk · 1 year−4.5%End-of-day Nov 13, 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▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2ASPTBState Street SPDR Portfolio Treasury ETFReadDesk0.03%4.28%−0.1%−1.4%−1.6%newnew−4.5%$461MEnd-of-day Nov 13, 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▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2ASPTBState Street SPDR Portfolio Treasury ETFReadDesk0.03%4.28%−0.1%−1.4%−1.6%newnew−4.5%$461MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in SPTB, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: SPTB, SCHDToday[…]holdings […]SPTBSCHDSPTB—[…]SCHD[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SPTB vs SCHD5YASPTBSPDR Portfolio Treasury[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureSPTBSCHDFee0.03%0.06%Cost on $10k a year$3$6Yield4.28%2.92%5 years, per year[…]+10.4%3 years, per year[…]+20.2%Worst drop · 1Y−4.5%−6.9%Volatility · 1Y3.8%
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: SPTB, SCHDToday[…]holdings […]SPTBSCHDSPTB—[…]SCHD[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$425most kept, SPTBSPTB$428 − $3 = $425SCHD$292 − $6 = $286KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee