Compare · 2 funds side by side · dividends reinvested

SCHD and IBTH

SCHDSchwab×IBTHiShares×

Versus in desk

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

02 / 04

SCHD and IBTH, 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%$120B1.4

iShares iBonds Dec 2027 Term Treasury ETFBonds & Cash · Treasuries0.07%3.73%+2.4%+3.3%+4.8%+1.0%−0.4%0.8%$2.4B1.6

Rank among the two1st → 2ndFee, 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: SCHD 2011 · IBTH 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

IBTH

iShares iBonds Dec 2027 Term Treasury ETF · $2.4B$10,494

$10,000 five years ago, dividends reinvested

SCHDMeasureIBTH

+31.4%Year to dateJan 1 → Nov 6+2.4%

+37.0%1 yearTotal return+3.3%

+20.0%3 years · per year$10,000 became $17,266 · $11,517+4.8%

+10.2%5 years · per year$10,000 became $16,267 · $10,494+1.0%

0.06%Expense ratio$6 · $7 a year on $10k · lower is better0.07%

3.00%Trailing 12-mo yield$300 · $373 a year on $10k3.73%

−6.9%Worst dropSmaller is better−0.4%

11.7%VolatilityLower is calmer0.8%

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

5–3SCHD wins

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

More Ways to See the Pairs

SCHD vs IBTH: Top 5 Holdings

Today

SCHD

21.4%in top 5

IBTH

in top 5[…]

SCHDStockIBTH

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Held in common[…]

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

SCHD vs IBTH Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

IBTHiShares

+1.0%

5 years, per year

SCHDIBTHFaded: behind in that period

4–0SCHD wins

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

Income vs Bonds: SCHD vs IBTH

YTD

SchwabSCHD

+31.4%

IBTHiShares

+2.4%

+31.4%Year to date+2.4%

−6.9%Worst drop · 1Y−0.4%

11.7%Volatility · 1Y0.8%

3.0%Yield3.7%

$120BAssets$2.4B

3–1IBTH wins

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

Cost, Income and Risk

Fees: SCHD, IBTH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IBTH0.07%$7

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

Yields: SCHD, IBTH

3.73%highest, IBTH

FundTrailing yieldYield$10k

IBTH3.73%$373

SCHD3.00%$300

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

Income After Fees on $10,000

$366most kept, IBTH

IBTH$373 − $7 = $366

SCHD$300 − $6 = $294

KeptFee

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

Overlap: SCHD, IBTH

Today

[…]holdings […]

SCHDIBTH

SCHD—[…]

IBTH[…]—

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

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

IBTHWorst drop−0.4%0.8% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

IBTHSCHD

+2.4%Year to date+31.4%

3.7%Yield3.0%

+3.3%Past year+37.0%

0.07%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026