TDTF vs SCHD

ATDTF

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · SGOV $12,091

Lowest cost0.06%SCHD · $6 on $10k

Most income4.71%TDTF · $471 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]TDTF and SCHD

TDTF

SCHD

Northern Trust iBoxx 5-Year Target Duration TIPS ETF · $1.2BSchwab U.S. Dividend Equity ETF · $120B

+4.3%3 years · per year$11,351 · $17,123+19.6%

+0.5%5 years · per year$10,272 · $16,459+10.5%

0.19%Expense ratio$19 · $6 on $10k · lower wins0.06%

4.71%12-mo yield$471 · $296 on $10k2.96%

−3.7%Worst dropSmaller wins−6.9%

3.2%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTDTF · 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%	$119.9B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	ATDTF	Northern Trust iBoxx 5-Year Target Duration TIPS ETFRead Desk	0.19%	4.71%	−0.3%	−0.3%	−0.2%	+4.3%	+0.5%	−3.7%	$1.2B

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%	$119.9B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	ATDTF	Northern Trust iBoxx 5-Year Target Duration TIPS ETFRead Desk	0.19%	4.71%	−0.3%	−0.3%	−0.2%	+4.3%	+0.5%	−3.7%	$1.2B

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

TDTF vs SCHD

TDTF

Northern Trust iBoxx 5-Year Target Duration TIPS

$10,272

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureTDTFSCHD

Fee0.19%0.06%

Cost on $10k a year$19$6

Yield4.71%2.96%

5 years, per year+0.5%+10.5%

3 years, per year+4.3%+19.6%

Worst drop · 1Y−3.7%−6.9%

Volatility · 1Y3.2%11.8%

3–3measures won
level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

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

Overlap: TDTF, SCHD, SGOV

Today

[…]holdings […]

TDTFSCHDSGOV

TDTF—[…][…]

SCHD[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$452most kept, TDTF

TDTF$471 − $19 = $452

SGOV$363 − $9 = $354

SCHD$296 − $6 = $290

KeptFee

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