Compare · 2 funds side by side · dividends reinvested

SCHD and IBIT

SCHDSchwab×IBITiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

SCHD and IBIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.0

iShares Bitcoin Trust ETFCrypto · Spot bitcoin0.25%0.00%−8.7%−25.1%[…][…]−45.0%44.9%$64.5B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SCHD 2011 · IBIT 2024

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,881

SCHD

IBIT

iShares Bitcoin Trust ETF · $64.5B[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureIBIT

+35.3%Year to dateJan 1 → Nov 4−8.7%

+41.6%1 yearTotal return−25.1%

+21.4%3 years · per year$10,000 became $17,908 · […][…]

+11.0%5 years · per year$10,000 became $16,881 · […][…]

0.06%Expense ratio$6 · $25 a year on $10k · lower is better0.25%

2.91%Trailing 12-mo yield$291 · $0 a year on $10k0.00%

−6.9%Worst dropSmaller is better−45.0%

11.5%VolatilityLower is calmer44.9%

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

6–0SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs IBIT: Top 5 Holdings

Today

SCHD

21.6%in top 5

IBIT

in top 5[…]

SCHDStockIBIT

4.8%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.1%COPnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

SCHD vs IBIT Returns, Every Period

SchwabSCHD

+41.6%

past year

IBITiShares

−25.1%

past year

SCHDIBITFaded: behind in that period

2–0SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Crypto: SCHD vs IBIT

YTD

SchwabSCHD

+35.3%

IBITiShares

−8.7%

+35.3%Year to date−8.7%

−6.9%Worst drop · 1Y−45.0%

11.5%Volatility · 1Y44.9%

2.9%Yield0.0%

$123BAssets$64.5B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, IBIT

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IBIT0.25%$25

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCHD, IBIT

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

IBIT0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IBIT$0 − $25 = −$25

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCHD, IBIT

Today

[…]holdings […]

SCHDIBIT

SCHD—[…]

IBIT[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

IBITWorst drop−45.0%44.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDIBIT

+35.3%Year to date−8.7%

2.9%Yield0.0%

+41.6%Past year−25.1%

0.06%Fee0.25%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

IBIT vs FBTC

YTD

iSharesIBIT

−8.7%

FBTCFidelity

−8.7%

−8.7%Year to date−8.7%

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

$64.5BAssets$15.4B

0–0level

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026