IBTK vs SCHD

AIBTK

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · IBTK $9,741

Lowest cost0.06%SCHD · $6 on $10k

Most income3.80%IBTK · $380 on $10k

Smallest drop−3.3%IBTK · worst fall in 1Y

Held in common[…]IBTK and SCHD

IBTK

SCHD

iShares iBonds Dec 2030 Term Treasury ETF · $1.2BSchwab U.S. Dividend Equity ETF · $121B

+4.9%3 years · per year$11,535 · $17,784+21.2%

−0.5%5 years · per year$9,741 · $16,352+10.3%

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

3.80%12-mo yield$380 · $297 on $10k2.97%

−3.3%Worst dropSmaller wins−6.9%

2.8%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIBTK · SCHD

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

Held in common[…]

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AIBTK	iShares iBonds Dec 2030 Term Treasury ETFRead Desk		0.07%	3.80%	−0.1%	−0.4%	+0.2%	+4.9%	−0.5%	−3.3%	$1.2B

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AIBTK	iShares iBonds Dec 2030 Term Treasury ETFRead Desk		0.07%	3.80%	−0.1%	−0.4%	+0.2%	+4.9%	−0.5%	−3.3%	$1.2B

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

Cards for this view

IBTK vs SCHD

IBTK

iShares iBonds Dec 2030 Term Treasury

$9,741

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureIBTKSCHD

Fee0.07%0.06%

Cost on $10k a year$7$6

Yield3.80%2.97%

5 years, per year−0.5%+10.3%

3 years, per year+4.9%+21.2%

Worst drop · 1Y−3.3%−6.9%

Volatility · 1Y2.8%11.4%

3–3measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IBTK, SCHD

Today

[…]holdings […]

IBTKSCHD

IBTK—[…]

SCHD[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$373most kept, IBTK

IBTK$380 − $7 = $373

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee