FBTC vs SCHD5YFBTCFBTCAvsBSCHDSCHDFidelity Wise Origin Bitcoin Fund · $13.5BSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in[…]3 years · per year[…] · $17,062+19.5%[…]5 years · per year[…] · $16,428+10.4%Cost and income0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%0.00%12-mo yield$0 · $294 on $10k2.94%Risk · 1 year
$10,000 in FBTC, SCHD, IBIT5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: FBTC, SCHD, IBITToday[…]holdings […]FBTCSCHDIBITFBTC—[…][…]SCHD[…]—[…]IBIT[…][…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
FBTC vs SCHD5YAFBTCFidelity Wise Origin Bitcoin Fund[…]vsSCHDBSchwab U.S. Dividend Equity$16,428MeasureFBTCSCHDFee0.25%0.06%Cost on $10k a year$25$6Yield0.00%2.94%5 years, per year[…]+10.4%3 years, per year[…]+19.5%Worst drop · 1Y−44.8%−6.9%Volatility · 1Y44.4%11.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2AFBTCFidelity Wise Origin Bitcoin FundReadDesk0.25%0.00%−1.5%−16.0%−29.2%newnew−44.8%$13.5B3IBITiShares Bitcoin Trust ETFReadDesk0.25%0.00%−1.5%−16.1%−29.2%newnew−44.7%$58.3BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2AFBTCFidelity Wise Origin Bitcoin FundReadDesk0.25%0.00%−1.5%−16.0%−29.2%newnew−44.8%$13.5B3IBITiShares Bitcoin Trust ETFReadDesk0.25%0.00%−1.5%−16.1%−29.2%newnew−44.7%$58.3BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: FBTC, SCHD, IBITToday[…]holdings […]FBTCSCHDIBITFBTC—[…][…]SCHD[…]—[…]IBIT[…][…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$288most kept, SCHDSCHD$294 − $6 = $288FBTC$0 − $25 = −$25IBIT$0 − $25 = −$25KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee