IBTH vs SCHD

AIBTH

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IBTH $10,494

Lowest cost0.03%BND · $3 on $10k

Most income4.12%BND · $412 on $10k

Smallest drop−0.4%IBTH · worst fall in 1Y

Held in common[…]IBTH and SCHD

IBTH

SCHD

iShares iBonds Dec 2027 Term Treasury ETF · $2.4BSchwab U.S. Dividend Equity ETF · $120B

+4.8%3 years · per year$11,517 · $17,266+20.0%

+1.0%5 years · per year$10,494 · $16,267+10.2%

0.07%Expense ratio$7 · $6 on $10k · lower wins0.06%

3.73%12-mo yield$373 · $300 on $10k3.00%

−0.4%Worst dropSmaller wins−6.9%

0.8%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIBTH · 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%	$120.5B
2	AIBTH	iShares iBonds Dec 2027 Term Treasury ETFRead Desk	0.07%	3.73%	0.0%	+2.4%	+3.3%	+4.8%	+1.0%	−0.4%	$2.4B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B

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%	$120.5B
2	AIBTH	iShares iBonds Dec 2027 Term Treasury ETFRead Desk	0.07%	3.73%	0.0%	+2.4%	+3.3%	+4.8%	+1.0%	−0.4%	$2.4B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B

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

IBTH vs SCHD

IBTH

iShares iBonds Dec 2027 Term Treasury

$10,494

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureIBTHSCHD

Fee0.07%0.06%

Cost on $10k a year$7$6

Yield3.73%3.00%

5 years, per year+1.0%+10.2%

3 years, per year+4.8%+20.0%

Worst drop · 1Y−0.4%−6.9%

Volatility · 1Y0.8%11.7%

3–3measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IBTH, SCHD, BND

Today

[…]holdings […]

IBTHSCHDBND

IBTH—[…][…]

SCHD[…]—[…]

BND[…][…]—

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

Income After Fees on $10,000

$409most kept, BND

BND$412 − $3 = $409

IBTH$373 − $7 = $366

SCHD$300 − $6 = $294

KeptFee

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