Compare · 3 funds side by side · dividends reinvested

BCOR, SCHD and IBIT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

BCOR, SCHD and IBIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.1

iShares Bitcoin Trust ETFCrypto · Spot bitcoin0.25%0.00%−13.3%−24.7%[…][…]−44.7%44.9%$61.0B2.3

Grayscale Bitcoin Adopters ETFCrypto · Spot bitcoin0.59%3.66%−13.8%−28.7%[…][…]−35.0%46.7%$2M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BCOR 2025 · SCHD 2011 · IBIT 2024

Head to Head

Swap sides Versus in desk

Head to Head

Grayscale Bitcoin Adopters ETF · $2M[…]

BCOR

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BCORMeasureSCHD

−13.8%Year to dateJan 1 → Nov 5+32.3%

−28.7%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.59%Expense ratio$59 · $6 a year on $10k · lower is better0.06%

3.66%Trailing 12-mo yield$366 · $298 a year on $10k2.98%

−35.0%Worst dropSmaller is better−6.9%

46.7%VolatilityLower is calmer11.7%

BCORSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5SCHD wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BCOR vs SCHD: Top 5 Holdings

Today

BCOR

76.5%in top 5

SCHD

in top 521.7%

BCORStockSCHD

30.7%TSLAnot top 5

25.7%MSTRnot top 5

7.7%XYZnot top 5

6.7%3350.Tnot top 5

5.8%XXInot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

BCOR vs SCHD Returns, Every Period

GrayscaleBCOR

−28.7%

past year

SCHDSchwab

+38.7%

past year

BCORSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Crypto vs Income: BCOR vs SCHD

YTD

GrayscaleBCOR

−13.8%

SCHDSchwab

+32.3%

−13.8%Year to date+32.3%

−35.0%Worst drop · 1Y−6.9%

46.7%Volatility · 1Y11.7%

3.7%Yield3.0%

$2.4MAssets$120B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BCOR, SCHD, IBIT

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IBIT0.25%$25

BCOR0.59%$59

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BCOR, SCHD, IBIT

3.66%highest, BCOR

FundTrailing yieldYield$10k

BCOR3.66%$366

SCHD2.98%$298

IBIT0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$307most kept, BCOR

BCOR$366 − $59 = $307

SCHD$298 − $6 = $292

IBIT$0 − $25 = −$25

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BCOR, SCHD, IBIT

Today

0.0%most shared, BCOR and SCHD

BCORSCHDIBIT

BCOR—0.0%[…]

SCHD0.0%—[…]

IBIT[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IBITWorst drop−44.7%44.9% vol

BCORWorst drop−35.0%46.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

BCORSCHD

−13.8%Year to date+32.3%

3.7%Yield3.0%

−28.7%Past year+38.7%

0.59%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

IBIT vs FBTC

YTD

iSharesIBIT

−13.3%

FBTCFidelity

−13.2%

−13.3%Year to date−13.2%

0.25% · $25Fee · on $10k a year0.25% · $25

$61.0BAssets$13.5B

1–0FBTC wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026