SUB vs SCHD

ASUB

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−1.9%SUB · worst fall in 1Y

Held in common[…]SUB and SCHD

SUB

SCHD

iShares Short-Term National Muni Bond ETF · $13.3BSchwab U.S. Dividend Equity ETF · $121B

+3.4%3 years · per year$11,047 · $17,784+21.2%

+1.6%5 years · per year$10,836 · $16,352+10.3%

0.07%Expense ratio$7 · $6 on $10k · lower wins0.06%

2.58%12-mo yield$258 · $297 on $10k2.97%

−1.9%Worst dropSmaller wins−6.9%

1.4%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSUB · 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 Three

5Y3 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	ASUB	iShares Short-Term National Muni Bond ETFRead Desk	0.07%	2.58%	+0.1%	+1.4%	+2.2%	+3.4%	+1.6%	−1.9%	$13.3B

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

All Three

5Y3 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	ASUB	iShares Short-Term National Muni Bond ETFRead Desk	0.07%	2.58%	+0.1%	+1.4%	+2.2%	+3.4%	+1.6%	−1.9%	$13.3B

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

SUB vs SCHD

SUB

iShares Short-Term National Muni Bond

$10,836

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureSUBSCHD

Fee0.07%0.06%

Cost on $10k a year$7$6

Yield2.58%2.97%

5 years, per year+1.6%+10.3%

3 years, per year+3.4%+21.2%

Worst drop · 1Y−1.9%−6.9%

Volatility · 1Y1.4%11.4%

4–2measures won
SCHD first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SUB, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

SUBSCHDVIG

SUB—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

SUB$258 − $7 = $251

VIG$147 − $4 = $143

KeptFee

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