Compare · 3 funds side by side · dividends reinvested

IBTP, SCHD and MUB

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeIBTP · 4.16% · $416 a year on $10k

Story of the three · RiskSmallest drop

IBTP, SCHD and MUB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.28%+0.3%+0.7%+3.8%+0.8%−6.3%3.8%$54.9B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.9

iShares iBonds Dec 2034 Term Treasury ETFBonds & Cash · Treasuries0.07%4.16%−1.9%−1.8%[…][…]−6.5%4.9%$376M2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: IBTP 2024 · SCHD 2011 · MUB 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares iBonds Dec 2034 Term Treasury ETF · $376M[…]

IBTP

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested

IBTPMeasure

More Ways to See the Pairs

IBTP vs SCHD: Top 5 Holdings

Today

IBTP

[…]in top 5

SCHD

in top 521.4%

IBTPStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: IBTP, SCHD, MUB

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SCHD0.06%$6

IBTP0.07%$7

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

Yields: IBTP, SCHD, MUB

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

SCHD

−1.9%Year to dateJan 1 → Nov 10+33.8%

−1.8%1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.07%Expense ratio$7 · $6 a year on $10k · lower is better0.06%

4.16%Trailing 12-mo yield$416 · $294 a year on $10k2.94%

−6.5%Worst dropSmaller is better−6.9%

4.9%VolatilityLower is calmer11.8%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

IBTP vs SCHD Returns, Every Period

1Y

iSharesIBTP

−1.8%

past year

SCHDSchwab

+38.8%

past year

IBTPSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IBTP vs MUB

YTD

iSharesIBTP

−1.9%

MUBiShares

+0.3%

−1.9%Year to date+0.3%

−6.5%Worst drop · 1Y−6.3%

4.9%Volatility · 1Y3.8%

4.2%Yield3.3%

$376MAssets$54.9B

3–1MUB wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

4.16%highest, IBTP

FundTrailing yieldYield$10k

IBTP4.16%$416

MUB3.28%$328

SCHD2.94%$294

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$409most kept, IBTP

IBTP$416 − $7 = $409

MUB$328 − $5 = $323

SCHD$294 − $6 = $288

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IBTP, SCHD, MUB

Today

[…]holdings […]

IBTPSCHDMUB

IBTP—[…][…]

SCHD[…]—[…]

MUB[…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

MUBWorst drop−6.3%3.8% vol

IBTPWorst drop−6.5%4.9% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IBTPSCHD

−1.9%Year to date+33.8%

4.2%Yield2.9%

−1.8%Past year+38.8%

0.07%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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IBTP, SCHD and MUB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three