Compare · 3 funds side by side · dividends reinvested

SPBC, SCHD and IBIT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,274SPBC · best of the three

02 / 04

SPBC, 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%$120B1.3

Simplify US Equity PLUS Bitcoin Strategy ETFCrypto · Spot bitcoin0.53%0.84%+7.5%+6.8%+25.8%+12.8%−11.7%16.2%$41M1.9

iShares Bitcoin Trust ETFCrypto · Spot bitcoin0.25%0.00%−13.6%−27.2%[…][…]−44.7%44.7%$60.7B2.8

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: SPBC 2021 · SCHD 2011 · IBIT 2024

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity PLUS Bitcoin Strategy ETF · $41M$18,274

SPBC

SCHD

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

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

SPBCMeasureSCHD

+7.5%Year to dateJan 1 → Nov 6+31.4%

+6.8%1 yearTotal return+37.0%

+25.8%3 years · per year$10,000 became $19,921 · $17,266+20.0%

+12.8%5 years · per year$10,000 became $18,274 · $16,267+10.2%

0.53%Expense ratio$53 · $6 a year on $10k · lower is better0.06%

0.84%Trailing 12-mo yield$84 · $300 a year on $10k3.00%

−11.7%Worst dropSmaller is better−6.9%

16.2%VolatilityLower is calmer11.7%

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

2–6SCHD wins

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

More Ways to See the Pairs

SPBC vs SCHD: Top 5 Holdings

Today

SPBC

88.5%in top 5

SCHD

in top 521.4%

SPBCStockSCHD

79.9%IVVnot top 5

8.6%HODLnot 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

SPBC vs SCHD Returns, Every Period

SimplifySPBC

+12.8%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

SPBCSCHDFaded: behind in that period

2–2Level

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

Crypto vs Income: SPBC vs SCHD

YTD

SimplifySPBC

+7.5%

SCHDSchwab

+31.4%

+7.5%Year to date+31.4%

−11.7%Worst drop · 1Y−6.9%

16.2%Volatility · 1Y11.7%

0.8%Yield3.0%

$40.6MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: SPBC, SCHD, IBIT

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IBIT0.25%$25

SPBC0.53%$53

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

Yields: SPBC, SCHD, IBIT

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

SPBC0.84%$84

IBIT0.00%$0

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SPBC$84 − $53 = $31

IBIT$0 − $25 = −$25

KeptFee

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

Overlap: SPBC, SCHD, IBIT

Today

0.0%most shared, SPBC and SCHD

SPBCSCHDIBIT

SPBC—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

SPBCWorst drop−11.7%16.2% vol

IBITWorst drop−44.7%44.7% vol

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

Paid More vs Made More

YTD

SCHDSPBC

+31.4%Year to date+7.5%

3.0%Yield0.8%

+37.0%Past year+6.8%

0.06%Fee0.53%

4–0SCHD 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026