TBLU vs SCHD5YTBLUTBLUAvsBSCHDSCHDTortoise Global Water Fund · $57MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+13.0%3 years · per year$14,431 · $17,257+19.9%+3.3%5 years · per year$11,741 · $16,429+10.4%Cost and income0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%3.41%
Overlap: TBLU, SCHD, VXUSToday0.2%most shared, TBLU and VXUSTBLUSCHDVXUSTBLU—0.0%0.2%SCHD0.0%—0.0%VXUS0.2%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
TBLU vs SCHD5YATBLUTortoise Global Water Fund$11,741vsSCHDBSchwab U.S. Dividend Equity$16,429$10k$15kNov 2021Nov 2026
All Three5Y3 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%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2VXUSVanguard Total International Stock ETFReadDesk0.05%2.40%−0.9%+10.4%+12.3%+19.0%+7.9%−11.3%$163.2B3ATBLUTortoise Global Water FundReadDesk0.40%3.41%−0.6%+3.6%+1.2%+13.0%+3.3%−13.3%$57MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 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%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2VXUSVanguard Total International Stock ETFReadDesk0.05%2.40%−0.9%+10.4%+12.3%+19.0%+7.9%−11.3%$163.2B3ATBLUTortoise Global Water FundReadDesk0.40%3.41%−0.6%+3.6%+1.2%+13.0%+3.3%−13.3%$57MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
VXUS vs IXUSYTDVanguardVXUSVA+10.4%vsBiSIXUSiShares+10.8%Jan 1Nov 12+10.4%+10.8%+10.4%Year to date+10.8%2.4%Yield3.0%$163BAssets$58.2B2–0IXUS winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: TBLU, SCHD, VXUSToday0.2%most shared, TBLU and VXUSTBLUSCHDVXUSTBLU—0.0%0.2%SCHD0.0%—0.0%VXUS0.2%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$301most kept, TBLUTBLU$341 − $40 = $301SCHD$293 − $6 = $287VXUS$240 − $5 = $235KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee