Compare · 3 funds side by side · dividends reinvested

CBTY, 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

CBTY, 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%$123B1.0

Calamos Bitcoin 80 Series Structured Alt Protection ETF - JulyCrypto · Spot bitcoin0.69%1.49%−1.0%−8.6%[…][…]−21.2%15.6%$6M2.2

iShares Bitcoin Trust ETFCrypto · Spot bitcoin0.25%0.00%−13.3%−24.7%[…][…]−44.7%44.9%$64.5B2.8

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: CBTY 2025 · SCHD 2011 · IBIT 2024

Head to Head

Swap sides Versus in desk

Head to Head

Calamos Bitcoin 80 Series Structured Alt Protection ETF - July · $6M[…]

CBTY

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested

CBTYMeasureSCHD

−1.0%Year to dateJan 1 → Nov 5+32.3%

−8.6%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%

0.69%Expense ratio$69 · $6 a year on $10k · lower is better0.06%

1.49%Trailing 12-mo yield$149 · $298 a year on $10k2.98%

−21.2%Worst dropSmaller is better−6.9%

15.6%VolatilityLower is calmer11.7%

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

0–6SCHD wins

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

More Ways to See the Pairs

CBTY vs SCHD: Top 5 Holdings

Today

CBTY

[…]in top 5

SCHD

in top 521.7%

CBTYStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

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

CBTY vs SCHD Returns, Every Period

CalamosCBTY

−8.6%

past year

SCHDSchwab

+38.7%

past year

CBTYSCHDFaded: behind in that period

0–2SCHD wins

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

Crypto vs Income: CBTY vs SCHD

YTD

CalamosCBTY

−1.0%

SCHDSchwab

+32.3%

−1.0%Year to date+32.3%

−21.2%Worst drop · 1Y−6.9%

15.6%Volatility · 1Y11.7%

1.5%Yield3.0%

$5.6MAssets$123B

4–0SCHD wins

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

Cost, Income and Risk

Fees: CBTY, SCHD, IBIT

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IBIT0.25%$25

CBTY0.69%$69

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

Yields: CBTY, SCHD, IBIT

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

CBTY1.49%$149

IBIT0.00%$0

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

CBTY$149 − $69 = $80

IBIT$0 − $25 = −$25

KeptFee

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

Overlap: CBTY, SCHD, IBIT

Today

[…]holdings […]

CBTYSCHDIBIT

CBTY—[…][…]

SCHD[…]—[…]

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

CBTYWorst drop−21.2%15.6% vol

IBITWorst drop−44.7%44.9% vol

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

Paid More vs Made More

YTD

SCHDCBTY

+32.3%Year to date−1.0%

3.0%Yield1.5%

+38.7%Past year−8.6%

0.06%Fee0.69%

4–0SCHD 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%

$123BAssets$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

$64.5BAssets$15.4B

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026