TIPZ vs SCHD

ATIPZ

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · SGOV $12,086

Lowest cost0.06%SCHD · $6 on $10k

Most income6.15%TIPZ · $615 on $10k

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

Held in common[…]TIPZ and SCHD

TIPZ

SCHD

PIMCO Broad U.S. TIPS Index Exchange-Traded Fund · $89MSchwab U.S. Dividend Equity ETF · $120B

+4.6%3 years · per year$11,433 · $17,414+20.3%

−0.2%5 years · per year$9,917 · $16,375+10.4%

0.20%Expense ratio$20 · $6 on $10k · lower wins0.06%

6.15%12-mo yield$615 · $298 on $10k2.98%

−4.1%Worst dropSmaller wins−6.9%

4.0%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTIPZ · 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%	$120.5B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
3	ATIPZ	PIMCO Broad U.S. TIPS Index Exchange-Traded FundRead Desk	0.20%	6.15%	+0.2%	+1.0%	−0.4%	+4.6%	−0.2%	−4.1%	$89M

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%	$120.5B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
3	ATIPZ	PIMCO Broad U.S. TIPS Index Exchange-Traded FundRead Desk	0.20%	6.15%	+0.2%	+1.0%	−0.4%	+4.6%	−0.2%	−4.1%	$89M

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

TIPZ vs SCHD

TIPZ

PIMCO Broad U.S. TIPS Index Exchange-Traded Fund

$9,917

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureTIPZSCHD

Fee0.20%0.06%

Cost on $10k a year$20$6

Yield6.15%2.98%

5 years, per year−0.2%+10.4%

3 years, per year+4.6%+20.3%

Worst drop · 1Y−4.1%−6.9%

Volatility · 1Y4.0%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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TIPZ, SCHD, SGOV

Today

[…]holdings […]

TIPZSCHDSGOV

TIPZ—[…][…]

SCHD[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$595most kept, TIPZ

TIPZ$615 − $20 = $595

SGOV$363 − $9 = $354

SCHD$298 − $6 = $292

KeptFee

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