SUSB vs SCHD

ASUSB

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · SUSB $11,294

Lowest cost0.03%VCIT · $3 on $10k

Most income5.02%VCIT · $502 on $10k

Smallest drop−1.6%SUSB · worst fall in 1Y

Held in common[…]SUSB and SCHD

SUSB

SCHD

iShares ESG Aware 1-5 Year USD Corporate Bond ETF · $1.3BSchwab U.S. Dividend Equity ETF · $123B

+5.7%3 years · per year$11,803 · $17,414+20.3%

+2.5%5 years · per year$11,294 · $16,375+10.4%

0.12%Expense ratio$12 · $6 on $10k · lower wins0.06%

4.60%12-mo yield$460 · $298 on $10k2.98%

−1.6%Worst dropSmaller wins−6.9%

2.1%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSUSB · SCHD

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

Held in common[…]

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ASUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETFRead Desk	0.12%	4.60%	+0.1%	+1.2%	+2.2%	+5.7%	+2.5%	−1.6%	$1.3B
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ASUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETFRead Desk	0.12%	4.60%	+0.1%	+1.2%	+2.2%	+5.7%	+2.5%	−1.6%	$1.3B
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.02%	+0.2%	−0.6%	+0.3%	+7.3%	+1.0%	−4.9%	$66.6B

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

Cards for this view

SUSB vs SCHD

SUSB

iShares ESG Aware 1-5 Year USD Corporate Bond

$11,294

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureSUSBSCHD

Fee0.12%0.06%

Cost on $10k a year$12$6

Yield4.60%2.98%

5 years, per year+2.5%+10.4%

3 years, per year+5.7%+20.3%

Worst drop · 1Y−1.6%−6.9%

Volatility · 1Y2.1%11.7%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SUSB, SCHD, VCIT

Today

[…]holdings […]

SUSBSCHDVCIT

SUSB—[…][…]

SCHD[…]—[…]

VCIT[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$499most kept, VCIT

VCIT$502 − $3 = $499

SUSB$460 − $12 = $448

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee