BCOR vs SCHD

ABCOR

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.66%BCOR · $366 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%BCOR and SCHD

BCOR

SCHD

Grayscale Bitcoin Adopters ETF · $2MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,414+20.3%

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

0.59%Expense ratio$59 · $6 on $10k · lower wins0.06%

3.66%12-mo yield$366 · $298 on $10k2.98%

−35.0%Worst dropSmaller wins−6.9%

46.7%VolatilityLower wins11.7%

1–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBCOR · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ABCOR	Grayscale Bitcoin Adopters ETFRead Desk	0.59%	3.66%	−8.6%	−13.8%	−28.7%	new	new	−35.0%	$2M
3	IBIT	iShares Bitcoin Trust ETFRead Desk	0.25%	0.00%	−5.1%	−13.3%	−24.7%	new	new	−44.7%	$61.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	ABCOR	Grayscale Bitcoin Adopters ETFRead Desk	0.59%	3.66%	−8.6%	−13.8%	−28.7%	new	new	−35.0%	$2M
3	IBIT	iShares Bitcoin Trust ETFRead Desk	0.25%	0.00%	−5.1%	−13.3%	−24.7%	new	new	−44.7%	$61.0B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BCOR vs SCHD

BCOR

Grayscale Bitcoin Adopters

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureBCORSCHD

Fee0.59%0.06%

Cost on $10k a year$59$6

Yield3.66%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−35.0%−6.9%

Volatility · 1Y46.7%11.7%

3–1measures won
SCHD first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: BCOR, SCHD, IBIT

Today

0.0%most shared, BCOR and SCHD

BCORSCHDIBIT

BCOR—0.0%[…]

SCHD0.0%—[…]

IBIT[…][…]—

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

Income After Fees on $10,000

$307most kept, BCOR

BCOR$366 − $59 = $307

SCHD$298 − $6 = $292

IBIT$0 − $25 = −$25

KeptFee

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