Compare · 3 funds side by side · dividends reinvested

SCHR, IBID and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

SCHR, IBID and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Oct 2027 Term TIPS ETFBonds & Cash · Treasuries0.10%4.31%+3.5%+3.9%+5.5%[…]−0.6%1.1%$159M1.6

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.8

Schwab Intermediate-Term U.S. Treasury ETFBonds & Cash · Treasuries0.03%4.02%−0.4%+0.4%+4.4%+0.2%−4.5%3.6%$13.8B2.5

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: SCHR 2010 · IBID 2023 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Intermediate-Term U.S. Treasury ETF · $13.8B$10,117

SCHR

IBID

iShares iBonds Oct 2027 Term TIPS ETF · $159M[…]

$10,000 five years ago, dividends reinvested

SCHRMeasureIBID

−0.4%Year to dateJan 1 → Nov 6+3.5%

+0.4%1 yearTotal return+3.9%

+4.4%3 years · per year$10,000 became $11,385 · $11,732+5.5%

+0.2%5 years · per year$10,000 became $10,117 · […][…]

0.03%Expense ratio$3 · $10 a year on $10k · lower is better0.10%

4.02%Trailing 12-mo yield$402 · $431 a year on $10k4.31%

−4.5%Worst dropSmaller is better−0.6%

3.6%VolatilityLower is calmer1.1%

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

1–6IBID wins

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

More Ways to See the Pairs

SCHR vs IBID: Top 5 Holdings

Today

SCHR

0.4%in top 5

IBID

in top 5[…]

SCHRStockIBID

0.4%GVMXXnot top 5

Held in common[…]

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

SCHR vs IBID Returns, Every Period

SchwabSCHR

+0.4%

past year

IBIDiShares

+3.9%

past year

SCHRIBIDFaded: behind in that period

0–3IBID wins

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

SCHR vs IBID

YTD

SchwabSCHR

−0.4%

IBIDiShares

+3.5%

−0.4%Year to date+3.5%

−4.5%Worst drop · 1Y−0.6%

3.6%Volatility · 1Y1.1%

4.0%Yield4.3%

$13.8BAssets$159M

4–0IBID wins

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

Cost, Income and Risk

Fees: SCHR, IBID, SGOV

Today

0.03%lowest, SCHR

FundExpense ratioFee$10k

SCHR0.03%$3

SGOV0.09%$9

IBID0.10%$10

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

Yields: SCHR, IBID, SGOV

4.31%highest, IBID

FundTrailing yieldYield$10k

IBID4.31%$431

SCHR4.02%$402

SGOV3.63%$363

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

Income After Fees on $10,000

$421most kept, IBID

IBID$431 − $10 = $421

SCHR$402 − $3 = $399

SGOV$363 − $9 = $354

KeptFee

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

Overlap: SCHR, IBID, SGOV

Today

[…]holdings […]

SCHRIBIDSGOV

SCHR—[…][…]

IBID[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+3.9%IBID, at 1.1% volatility

SGOVWorst drop0.0%0.2% vol

IBIDWorst drop−0.6%1.1% vol

SCHRWorst drop−4.5%3.6% vol

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

Paid More vs Made More

YTD

IBIDSGOV

+3.5%Year to date+3.2%

4.3%Yield3.6%

+3.9%Past year+3.8%

0.10%Fee0.09%

3–1IBID wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

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