IBTO vs SCHD

AIBTO

BSCHD

Measures won3–2IBTO wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · AGG $9,888

Lowest cost0.03%AGG · $3 on $10k

Most income4.27%IBTO · $427 on $10k

Smallest drop−4.6%AGG · worst fall in 1Y

Held in common[…]IBTO and SCHD

iShares iBonds Dec 2033 Term Treasury ETF · $520MSchwab U.S. Dividend Equity ETF · $122B

+3.8%3 years · per year$11,195 · $17,062+19.5%

[…]5 years · per year[…] · $16,428+10.4%

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

4.27%12-mo yield$427 · $294 on $10k

Cards for this view

IBTO

iShares iBonds Dec 2033 Term Treasury

[…]

SCHD

Schwab U.S. Dividend Equity

$16,428

MeasureIBTOSCHD

Fee0.07%0.06%

Cost on $10k a year$7$6

Yield4.27%2.94%

5 years, per year[…]+10.4%

3 years, per year+3.8%+19.5%

Worst drop · 1Y−5.8%−6.9%

Volatility · 1Y4.5%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.6%	−0.2%	−4.6%	$139.1B
3	AIBTO	iShares iBonds Dec 2033 Term Treasury ETFRead Desk	0.07%	4.27%	−0.7%	−1.7%	−1.6%	+3.8%	new	−5.8%	$520M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.6%	−0.2%	−4.6%	$139.1B
3	AIBTO	iShares iBonds Dec 2033 Term Treasury ETFRead Desk	0.07%	4.27%	−0.7%	−1.7%	−1.6%	+3.8%	new	−5.8%	$520M

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