UCBG vs SCHD

AUCBG

BSCHD

Measures won0–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD

Lowest cost0.06%UCBG · $6 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common7.6%UCBG and SCHD

UCBG

SCHD

State Street SPDR UC Investments 90/10 Endowment Strategy Index ETF · $2.5BSchwab U.S. Dividend Equity ETF · $124B

[…]3 years · per year[…] · $17,257+19.9%

[…]5 years · per year[…] · $16,429+10.4%

0.06%Expense ratio$6 · $6 on $10k · lower wins0.06%

0.09%12-mo yield$9 · $293 on $10k2.93%

[…]Worst dropSmaller wins

End-of-day Nov 12, 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%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	AUCBG	State Street SPDR UC Investments 90/10 Endowment Strategy Index ETFRead Desk		0.06%	0.09%	−0.3%	new	new	new	new	[…]	$2.5B

End-of-day Nov 12, 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%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	AUCBG	State Street SPDR UC Investments 90/10 Endowment Strategy Index ETFRead Desk		0.06%	0.09%	−0.3%	new	new	new	new	[…]	$2.5B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UCBG vs SCHD

UCBG

SPDR UC Investments 90/10 Endowment Strategy Index

[…]

SCHD

Schwab U.S. Dividend Equity

$16,429

MeasureUCBGSCHD

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield0.09%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.7%

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UCBG vs SCHD

Both

Both

$10,000 in UCBG, SCHD

Overlap: UCBG, SCHD

UCBG vs SCHD

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Overlap: UCBG, SCHD

Income After Fees on $10,000