IBHJ vs SCHD

AIBHJ

BSCHD

Measures won3–2IBHJ wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income6.80%IBHJ · $680 on $10k

Smallest drop−2.7%IBHJ · worst fall in 1Y

Held in common[…]IBHJ and SCHD

IBHJ

SCHD

iShares iBonds 2030 Term High Yield and Income ETF · $201MSchwab U.S. Dividend Equity ETF · $123B

+9.3%3 years · per year$13,069 · $17,414+20.3%

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

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

6.80%12-mo yield$680 · $298 on $10k2.98%

−2.7%Worst dropSmaller wins−6.9%

4.2%VolatilityLower wins11.7%

3–2IBHJ wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBHJ · SCHD

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
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%	$122.9B
2	AIBHJ	iShares iBonds 2030 Term High Yield and Income ETFRead Desk		0.35%	6.80%	+0.4%	+2.2%	+4.1%	+9.3%	new	−2.7%	$201M

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

Both

5Y2 funds

#			Trend
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%	$122.9B
2	AIBHJ	iShares iBonds 2030 Term High Yield and Income ETFRead Desk		0.35%	6.80%	+0.4%	+2.2%	+4.1%	+9.3%	new	−2.7%	$201M

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

IBHJ vs SCHD

IBHJ

iShares iBonds 2030 Term High Yield and Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureIBHJSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield6.80%2.98%

5 years, per year[…]+10.4%

3 years, per year+9.3%+20.3%

Worst drop · 1Y−2.7%−6.9%

Volatility · 1Y4.2%11.7%

3–2measures won
IBHJ first

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%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IBHJ, SCHD

Today

[…]holdings […]

IBHJSCHD

IBHJ—[…]

SCHD[…]—

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

Income After Fees on $10,000

$645most kept, IBHJ

IBHJ$680 − $35 = $645

SCHD$298 − $6 = $292

KeptFee

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