Compare · 2 funds side by side · dividends reinvested

SCHR and IBID

SCHRSchwab×IBIDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,121SCHR · best of the two

02 / 04

SCHR and IBID, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds Oct 2027 Term TIPS ETFBonds & Cash · Treasuries0.10%4.31%+3.4%+3.7%+5.6%[…]−0.6%1.1%$159M1.1

Schwab Intermediate-Term U.S. Treasury ETFBonds & Cash · Treasuries0.03%4.02%−0.3%+0.1%+4.7%+0.2%−4.5%3.6%$13.8B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCHR 2010 · IBID 2023

Head to Head

Swap sides Versus in desk

Head to Head

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

IBID

SCHR

Schwab Intermediate-Term U.S. Treasury ETF · $13.8B$10,121

$10,000 five years ago, dividends reinvested

IBIDMeasureSCHR

+3.4%Year to dateJan 1 → Nov 5−0.3%

+3.7%1 yearTotal return+0.1%

+5.6%3 years · per year$10,000 became $11,771 · $11,476+4.7%

[…]5 years · per year$10,000 became […] · $10,121+0.2%

0.10%Expense ratio$10 · $3 a year on $10k · lower is better0.03%

4.31%Trailing 12-mo yield$431 · $402 a year on $10k4.02%

−0.6%Worst dropSmaller is better−4.5%

1.1%VolatilityLower is calmer3.6%

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

6–1IBID wins

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

More Ways to See the Pairs

IBID vs SCHR: Top 5 Holdings

Today

IBID

[…]in top 5

SCHR

in top 50.4%

IBIDStockSCHR

not top 5GVMXX0.4%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

IBID vs SCHR Returns, Every Period

iSharesIBID

+3.7%

past year

SCHRSchwab

+0.1%

past year

IBIDSCHRFaded: behind in that period

3–0IBID wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IBID vs SCHR

YTD

iSharesIBID

+3.4%

SCHRSchwab

−0.3%

+3.4%Year to date−0.3%

−0.6%Worst drop · 1Y−4.5%

1.1%Volatility · 1Y3.6%

4.3%Yield4.0%

$159MAssets$13.8B

4–0IBID wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHR, IBID

Today

0.03%lowest, SCHR

FundExpense ratioFee$10k

SCHR0.03%$3

IBID0.10%$10

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SCHR, IBID

4.31%highest, IBID

FundTrailing yieldYield$10k

IBID4.31%$431

SCHR4.02%$402

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$421most kept, IBID

IBID$431 − $10 = $421

SCHR$402 − $3 = $399

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SCHR, IBID

Today

[…]holdings […]

SCHRIBID

SCHR—[…]

IBID[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.7%IBID, at 1.1% volatility

IBIDWorst drop−0.6%1.1% vol

SCHRWorst drop−4.5%3.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IBIDSCHR

+3.4%Year to date−0.3%

4.3%Yield4.0%

+3.7%Past year+0.1%

0.10%Fee0.03%

3–1IBID wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026