Compare · 3 funds side by side · dividends reinvested

STCE, SCHD and IBIT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

STCE, SCHD and IBIT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.1

iShares Bitcoin Trust ETFCrypto · Spot bitcoin0.25%0.00%−13.3%−24.7%[…][…]−44.7%44.9%$61.0B2.2

Schwab Crypto Thematic ETFCrypto · Spot bitcoin0.30%2.69%−29.8%−52.4%+29.2%[…]−54.9%63.1%$140M2.6

Rank among the three1st → 3rdFee, 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: STCE 2022 · SCHD 2011 · IBIT 2024

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Crypto Thematic ETF · $140M[…]

STCE

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

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

STCEMeasureSCHD

−29.8%Year to dateJan 1 → Nov 5+32.3%

−52.4%1 yearTotal return+38.7%

+29.2%3 years · per year$10,000 became $21,589 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

2.69%Trailing 12-mo yield$269 · $298 a year on $10k2.98%

−54.9%Worst dropSmaller is better−6.9%

63.1%VolatilityLower is calmer11.7%

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

1–6SCHD wins

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

More Ways to See the Pairs

STCE vs SCHD: Top 5 Holdings

Today

STCE

25.4%in top 5

SCHD

in top 521.7%

STCEStockSCHD

5.6%BMNRnot top 5

5.4%BTDRnot top 5

5.2%MSTRnot top 5

4.7%COINnot top 5

not top 5TXN4.7%

4.4%XYZnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.0%

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

STCE vs SCHD Returns, Every Period

SchwabSTCE

−52.4%

past year

SCHDSchwab

+38.7%

past year

STCESCHDFaded: behind in that period

1–2SCHD wins

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

Crypto vs Income: STCE vs SCHD

YTD

SchwabSTCE

−29.8%

SCHDSchwab

+32.3%

−29.8%Year to date+32.3%

−54.9%Worst drop · 1Y−6.9%

63.1%Volatility · 1Y11.7%

2.7%Yield3.0%

$140MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: STCE, SCHD, IBIT

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IBIT0.25%$25

STCE0.30%$30

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

Yields: STCE, SCHD, IBIT

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

STCE2.69%$269

IBIT0.00%$0

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

STCE$269 − $30 = $239

IBIT$0 − $25 = −$25

KeptFee

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

Overlap: STCE, SCHD, IBIT

Today

0.0%most shared, STCE and SCHD

STCESCHDIBIT

STCE—0.0%[…]

SCHD0.0%—[…]

IBIT[…][…]—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IBITWorst drop−44.7%44.9% vol

STCEWorst drop−54.9%63.1% vol

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

Paid More vs Made More

YTD

SCHDIBIT

+32.3%Year to date−13.3%

3.0%Yield0.0%

+38.7%Past year−24.7%

0.06%Fee0.25%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

IBIT vs FBTC

YTD

iSharesIBIT

−13.3%

FBTCFidelity

−13.2%

−13.3%Year to date−13.2%

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

$61.0BAssets$13.5B

1–0FBTC 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