IBMO vs SCHD

AIBMO

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · IBMO $10,462

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−0.3%IBMO · worst fall in 1Y

Held in common[…]IBMO and SCHD

IBMO

SCHD

iShares iBonds Dec 2026 Term Muni Bond ETF · $498MSchwab U.S. Dividend Equity ETF · $123B

+3.4%3 years · per year$11,069 · $17,414+20.3%

+0.9%5 years · per year$10,462 · $16,375+10.4%

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

2.41%12-mo yield$241 · $298 on $10k2.98%

−0.3%Worst dropSmaller wins−6.9%

1.1%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBMO · 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	AIBMO	iShares iBonds Dec 2026 Term Muni Bond ETFRead Desk		0.10%	2.41%	−0.1%	+1.8%	+2.6%	+3.4%	+0.9%	−0.3%	$498M

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	AIBMO	iShares iBonds Dec 2026 Term Muni Bond ETFRead Desk		0.10%	2.41%	−0.1%	+1.8%	+2.6%	+3.4%	+0.9%	−0.3%	$498M

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

IBMO vs SCHD

IBMO

iShares iBonds Dec 2026 Term Muni Bond

$10,462

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureIBMOSCHD

Fee0.10%0.06%

Cost on $10k a year$10$6

Yield2.41%2.98%

5 years, per year+0.9%+10.4%

3 years, per year+3.4%+20.3%

Worst drop · 1Y−0.3%−6.9%

Volatility · 1Y1.1%11.7%

4–2measures won
SCHD 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: IBMO, SCHD

Today

[…]holdings […]

IBMOSCHD

IBMO—[…]

SCHD[…]—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IBMO$241 − $10 = $231

KeptFee

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