STIP vs SCHD

ASTIP

BSCHD

Measures won4–2STIP wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · STIP $11,565

Lowest cost0.03%STIP · $3 on $10k

Most income4.63%BNDX · $463 on $10k

Smallest drop−1.4%STIP · worst fall in 1Y

Held in common[…]STIP and SCHD

STIP

SCHD

iShares 0-5 Year TIPS Bond ETF · $16.8BSchwab U.S. Dividend Equity ETF · $122B

+4.8%3 years · per year$11,515 · $17,123+19.6%

+3.0%5 years · per year$11,565 · $16,459+10.5%

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

4.62%12-mo yield$462 · $296 on $10k2.96%

−1.4%Worst dropSmaller wins−6.9%

1.7%VolatilityLower wins11.8%

4–2STIP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTIP · SCHD

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

Held in common[…]

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	ASTIP	iShares 0-5 Year TIPS Bond ETFRead Desk	0.03%	4.62%	−0.2%	+1.8%	+2.1%	+4.8%	+3.0%	−1.4%	$16.8B
3	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.63%	+0.1%	+1.0%	+0.4%	+4.4%	+0.5%	−3.2%	$82.9B

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	ASTIP	iShares 0-5 Year TIPS Bond ETFRead Desk	0.03%	4.62%	−0.2%	+1.8%	+2.1%	+4.8%	+3.0%	−1.4%	$16.8B
3	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.63%	+0.1%	+1.0%	+0.4%	+4.4%	+0.5%	−3.2%	$82.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

STIP vs SCHD

STIP

iShares 0-5 Year TIPS Bond

$11,565

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureSTIPSCHD

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield4.62%2.96%

5 years, per year+3.0%+10.5%

3 years, per year+4.8%+19.6%

Worst drop · 1Y−1.4%−6.9%

Volatility · 1Y1.7%11.8%

4–2measures won
STIP first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: STIP, SCHD, BNDX

Today

[…]holdings […]

STIPSCHDBNDX

STIP—[…][…]

SCHD[…]—[…]

BNDX[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$459most kept, STIP

STIP$462 − $3 = $459

BNDX$463 − $7 = $456

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee