IBDR vs SCHD

AIBDR

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income4.04%IBDR · $404 on $10k

Smallest drop−0.1%IBDR · worst fall in 1Y

Held in common[…]IBDR and SCHD

IBDR

SCHD

iShares iBonds Dec 2026 Term Corporate ETF · $2.8BSchwab U.S. Dividend Equity ETF · $120B

+5.5%3 years · per year$11,732 · $17,266+20.0%

+2.0%5 years · per year$11,026 · $16,267+10.2%

0.10%Expense ratio$10 · $6 on $10k · lower wins0.06%

4.04%12-mo yield$404 · $300 on $10k3.00%

−0.1%Worst dropSmaller wins−6.9%

0.5%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIBDR · SCHD

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

Held in common[…]

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AIBDR	iShares iBonds Dec 2026 Term Corporate ETFRead Desk	0.10%	4.04%	0.0%	+3.2%	+4.0%	+5.5%	+2.0%	−0.1%	$2.8B

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AIBDR	iShares iBonds Dec 2026 Term Corporate ETFRead Desk	0.10%	4.04%	0.0%	+3.2%	+4.0%	+5.5%	+2.0%	−0.1%	$2.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBDR vs SCHD

IBDR

iShares iBonds Dec 2026 Term Corporate

$11,026

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIBDRSCHD

Fee0.10%0.06%

Cost on $10k a year$10$6

Yield4.04%3.00%

5 years, per year+2.0%+10.2%

3 years, per year+5.5%+20.0%

Worst drop · 1Y−0.1%−6.9%

Volatility · 1Y0.5%11.7%

3–3measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IBDR, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

IBDRSCHDVIG

IBDR—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$394most kept, IBDR

IBDR$404 − $10 = $394

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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