Compare · 3 funds side by side · dividends reinvested

MSTW, SCHD and IBIT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

MSTW, SCHD and IBIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.1

iShares Bitcoin Trust ETFCrypto · Spot bitcoin0.25%0.00%−13.6%−27.2%[…][…]−44.7%44.7%$60.7B2.2

Roundhill Investments - MSTR WeeklyPay ETFCrypto · Spot bitcoin1.00%153.25%−28.0%−62.1%[…][…]−76.6%97.7%$67M2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: MSTW 2025 · SCHD 2011 · IBIT 2024

Head to Head

Swap sides Versus in desk

Head to Head

Roundhill Investments - MSTR WeeklyPay ETF · $67M[…]

MSTW

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

MSTWMeasureSCHD

−28.0%Year to dateJan 1 → Nov 6+31.4%

−62.1%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

1.00%Expense ratio$100 · $6 a year on $10k · lower is better0.06%

153.25%Trailing 12-mo yield$15,325 · $300 a year on $10k3.00%

−76.6%Worst dropSmaller is better−6.9%

97.7%VolatilityLower is calmer11.7%

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

1–5SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MSTW vs SCHD: Top 5 Holdings

Today

MSTW

16.7%in top 5

SCHD

in top 521.4%

MSTWStockSCHD

16.7%FGXXXnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

MSTW vs SCHD Returns, Every Period

RoundhillMSTW

−62.1%

past year

SCHDSchwab

+37.0%

past year

MSTWSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Crypto vs Income: MSTW vs SCHD

YTD

RoundhillMSTW

−28.0%

SCHDSchwab

+31.4%

−28.0%Year to date+31.4%

−76.6%Worst drop · 1Y−6.9%

97.7%Volatility · 1Y11.7%

153.2%Yield3.0%

$66.7MAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MSTW, SCHD, IBIT

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IBIT0.25%$25

MSTW1.00%$100

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MSTW, SCHD, IBIT

153.25%highest, MSTW

FundTrailing yieldYield$10k

MSTW153.25%$15,325

SCHD3.00%$300

IBIT0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$15,225most kept, MSTW

MSTW$15,325 − $100 = $15,225

SCHD$300 − $6 = $294

IBIT$0 − $25 = −$25

KeptFee

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

Overlap: MSTW, SCHD, IBIT

Today

0.0%most shared, MSTW and SCHD

MSTWSCHDIBIT

MSTW—0.0%[…]

SCHD0.0%—[…]

IBIT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IBITWorst drop−44.7%44.7% vol

MSTWWorst drop−76.6%97.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MSTWSCHD

−28.0%Year to date+31.4%

153.2%Yield3.0%

−62.1%Past year+37.0%

1.00%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

IBIT vs FBTC

YTD

iSharesIBIT

−13.6%

FBTCFidelity

−13.6%

−13.6%Year to date−13.6%

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

$60.7BAssets$13.5B

0–0level

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