TLT vs SCHD

ATLT

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · TLT $6,714

Lowest cost0.06%SCHD · $6 on $10k

Most income4.82%TLT · $482 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]TLT and SCHD

TLT

SCHD

iShares 20+ Year Treasury Bond ETF · $48.3BSchwab U.S. Dividend Equity ETF · $121B

+3.1%3 years · per year$10,971 · $17,784+21.2%

−7.7%5 years · per year$6,714 · $16,352+10.3%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

4.82%12-mo yield$482 · $297 on $10k2.97%

−12.5%Worst dropSmaller wins−6.9%

9.6%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTLT · 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

Both

5Y2 funds

#			Trend
1	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
2	ATLT	iShares 20+ Year Treasury Bond ETFRead Desk		0.15%	4.82%	−0.8%	−3.3%	−5.6%	+3.1%	−7.7%	−12.5%	$48.3B

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

Both

5Y2 funds

#			Trend
1	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
2	ATLT	iShares 20+ Year Treasury Bond ETFRead Desk		0.15%	4.82%	−0.8%	−3.3%	−5.6%	+3.1%	−7.7%	−12.5%	$48.3B

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

TLT vs SCHD

TLT

iShares 20+ Year Treasury Bond

$6,714

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureTLTSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield4.82%2.97%

5 years, per year−7.7%+10.3%

3 years, per year+3.1%+21.2%

Worst drop · 1Y−12.5%−6.9%

Volatility · 1Y9.6%11.4%

4–2measures won
SCHD first

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD 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: TLT, SCHD

Today

[…]holdings […]

TLTSCHD

TLT—[…]

SCHD[…]—

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

Income After Fees on $10,000

$467most kept, TLT

TLT$482 − $15 = $467

SCHD$297 − $6 = $291

KeptFee

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