TLT vs SCHD

ATLT

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SGOV $12,086

Lowest cost0.06%SCHD · $6 on $10k

Most income4.78%TLT · $478 on $10k

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

Held in common[…]TLT and SCHD

TLT

SCHD

iShares 20+ Year Treasury Bond ETF · $48.8BSchwab U.S. Dividend Equity ETF · $123B

+3.6%3 years · per year$11,109 · $17,908+21.4%

−7.8%5 years · per year$6,647 · $16,881+11.0%

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

4.78%12-mo yield$478 · $291 on $10k2.91%

−12.5%Worst dropSmaller wins−6.9%

9.6%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTLT · SCHD

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

Held in common[…]

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
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%	$116.8B
3	ATLT	iShares 20+ Year Treasury Bond ETFRead Desk	0.15%	4.78%	+0.8%	−2.5%	−4.6%	+3.6%	−7.8%	−12.5%	$48.8B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
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%	$116.8B
3	ATLT	iShares 20+ Year Treasury Bond ETFRead Desk	0.15%	4.78%	+0.8%	−2.5%	−4.6%	+3.6%	−7.8%	−12.5%	$48.8B

End-of-day Nov 4, 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

$6,647

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureTLTSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield4.78%2.91%

5 years, per year−7.8%+11.0%

3 years, per year+3.6%+21.4%

Worst drop · 1Y−12.5%−6.9%

Volatility · 1Y9.6%11.5%

4–2measures won
SCHD first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: TLT, SCHD, SGOV

Today

[…]holdings […]

TLTSCHDSGOV

TLT—[…][…]

SCHD[…]—[…]

SGOV[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$463most kept, TLT

TLT$478 − $15 = $463

SGOV$363 − $9 = $354

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee