IBMP vs SCHD5YIBMPIBMPAvsBSCHDSCHDiShares iBonds Dec 2027 Term Muni Bond ETF · $684MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+3.5%3 years · per year$11,072 · $17,234+19.9%+0.9%5 years · per year$10,433 · $16,418+10.4%Cost and income0.10%Expense ratio$10 · $6 on $10k · lower wins0.06%2.55%12-mo yield$255 · $293 on $10k
Overlap: IBMP, SCHD, MUBToday[…]holdings […]IBMPSCHDMUBIBMP—[…][…]SCHD[…]—[…]MUB[…][…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
IBMP vs SCHD5YAIBMPiShares iBonds Dec 2027 Term Muni Bond$10,433vsSCHDBSchwab U.S. Dividend Equity$16,418$10k$13k$15kNov 2021Nov 2026
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%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AIBMPiShares iBonds Dec 2027 Term Muni Bond ETFReadDesk0.10%2.55%0.0%+1.8%+2.4%+3.5%+0.9%−0.6%$684M3MUBiShares National Muni Bond ETFReadDesk0.05%3.27%+0.3%+0.5%+0.9%+3.9%+0.8%−6.3%$54.9BEnd-of-day Nov 11, 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%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AIBMPiShares iBonds Dec 2027 Term Muni Bond ETFReadDesk0.10%2.55%0.0%+1.8%+2.4%+3.5%+0.9%−0.6%$684M3MUBiShares National Muni Bond ETFReadDesk0.05%3.27%+0.3%+0.5%+0.9%+3.9%+0.8%−6.3%$54.9BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: IBMP, SCHD, MUBToday[…]holdings […]IBMPSCHDMUBIBMP—[…][…]SCHD[…]—[…]MUB[…][…]—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$322most kept, MUBMUB$327 − $5 = $322SCHD$293 − $6 = $287IBMP$255 − $10 = $245KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee