UBND vs SCHD

AUBND

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · UBND $10,460

Lowest cost0.06%SCHD · $6 on $10k

Most income5.00%UBND · $500 on $10k

Smallest drop−4.6%UBND · worst fall in 1Y

Held in common[…]UBND and SCHD

UBND

SCHD

VictoryShares Core Plus Bond ETF · $2.0BSchwab U.S. Dividend Equity ETF · $123B

+6.2%3 years · per year$11,971 · $17,908+21.4%

+0.9%5 years · per year$10,460 · $16,881+11.0%

0.43%Expense ratio$43 · $6 on $10k · lower wins0.06%

5.00%12-mo yield$500 · $291 on $10k2.91%

−4.6%Worst dropSmaller wins−6.9%

3.7%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsUBND · 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

Both

5Y2 funds

#			Trend
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	AUBND	VictoryShares Core Plus Bond ETFRead Desk		0.43%	5.00%	+0.4%	−0.2%	+0.6%	+6.2%	+0.9%	−4.6%	$2.0B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AUBND	VictoryShares Core Plus Bond ETFRead Desk		0.43%	5.00%	+0.4%	−0.2%	+0.6%	+6.2%	+0.9%	−4.6%	$2.0B

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

UBND vs SCHD

UBND

VictoryShares Core Plus Bond

$10,460

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureUBNDSCHD

Fee0.43%0.06%

Cost on $10k a year$43$6

Yield5.00%2.91%

5 years, per year+0.9%+11.0%

3 years, per year+6.2%+21.4%

Worst drop · 1Y−4.6%−6.9%

Volatility · 1Y3.7%11.5%

3–3measures won
level

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: UBND, SCHD

Today

[…]holdings […]

UBNDSCHD

UBND—[…]

SCHD[…]—

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

Income After Fees on $10,000

$457most kept, UBND

UBND$500 − $43 = $457

SCHD$291 − $6 = $285

KeptFee

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