XTRE vs SCHD

AXTRE

BSCHD

Measures won4–1XTRE wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · SGOV $12,090

Lowest cost0.05%XTRE · $5 on $10k

Most income4.10%XTRE · $410 on $10k

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

Held in common0.0%XTRE and SCHD

XTRE

SCHD

BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · $158MSchwab U.S. Dividend Equity ETF · $120B

+4.2%3 years · per year$11,318 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.05%Expense ratio$5 · $6 on $10k · lower wins0.06%

4.10%12-mo yield$410 · $300 on $10k3.00%

−2.3%Worst dropSmaller wins−6.9%

2.2%VolatilityLower wins11.7%

4–1XTRE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXTRE · SCHD

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

Held in common0.0%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
3	AXTRE	BondBloxx Bloomberg Three Year Target Duration US Treasury ETFRead Desk	0.05%	4.10%	−0.1%	+0.5%	+1.4%	+4.2%	new	−2.3%	$158M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
3	AXTRE	BondBloxx Bloomberg Three Year Target Duration US Treasury ETFRead Desk	0.05%	4.10%	−0.1%	+0.5%	+1.4%	+4.2%	new	−2.3%	$158M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XTRE vs SCHD

XTRE

BondBloxx Bloomberg Three Year Target Duration US Treasury

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureXTRESCHD

Fee0.05%0.06%

Cost on $10k a year$5$6

Yield4.10%3.00%

5 years, per year[…]+10.2%

3 years, per year+4.2%+20.0%

Worst drop · 1Y−2.3%−6.9%

Volatility · 1Y2.2%11.7%

4–1measures won
XTRE first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XTRE, SCHD, SGOV

Today

0.0%most shared, XTRE and SCHD

XTRESCHDSGOV

XTRE—0.0%[…]

SCHD0.0%—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$405most kept, XTRE

XTRE$410 − $5 = $405

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee