IBAT vs SCHD

AIBAT

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$21,281VGT · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common0.0%IBAT and SCHD

IBAT

SCHD

iShares Energy Storage & Materials ETF · $51MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.47%Expense ratio$47 · $6 on $10k · lower wins0.06%

0.89%12-mo yield$89 · $296 on $10k2.96%

−30.7%Worst dropSmaller wins−6.9%

33.4%VolatilityLower wins11.8%

0–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIBAT · SCHD

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

Held in common0.0%

End-of-day Nov 9, 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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.89%	+2.8%	+19.8%	+8.4%	new	new	−30.7%	$51M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.89%	+2.8%	+19.8%	+8.4%	new	new	−30.7%	$51M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBAT vs SCHD

IBAT

iShares Energy Storage & Materials

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureIBATSCHD

Fee0.47%0.06%

Cost on $10k a year$47$6

Yield0.89%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y−30.7%−6.9%

Volatility · 1Y33.4%11.8%

4–0measures won
SCHD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IBAT, SCHD, VGT

Today

2.2%most shared, SCHD and VGT

IBATSCHDVGT

IBAT—0.0%0.2%

SCHD0.0%—2.2%

VGT0.2%2.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

IBAT$89 − $47 = $42

VGT$42 − $9 = $33

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee