IBTO vs SCHD5YIBTOIBTOAvsBSCHDSCHDiShares iBonds Dec 2033 Term Treasury ETF · $516MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+4.0%3 years · per year$11,257 · $17,234+19.9%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.07%Expense ratio$7 · $6 on $10k · lower wins0.06%4.27%12-mo yield$427 · $293 on $10k
Overlap: IBTO, SCHD, BNDXToday[…]holdings […]IBTOSCHDBNDXIBTO—[…][…]SCHD[…]—[…]BNDX[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IBTO vs SCHD5YAIBTOiShares iBonds Dec 2033 Term Treasury[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureIBTOSCHDFee0.07%0.06%Cost on $10k a year$7$6Yield4.27%2.93%5 years, per year[…]+10.4%3 years, per year+4.0%+19.9%Worst drop · 1Y−5.8%−6.9%Volatility · 1Y4.5%
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%$122.7B2BNDXVanguard Total International Bond ETFReadDesk0.07%4.65%0.0%+0.6%+0.1%+4.2%+0.3%−3.2%$82.9B3AIBTOiShares iBonds Dec 2033 Term Treasury ETFReadDesk0.07%4.27%−0.1%−1.9%−1.5%+4.0%new−5.8%$516MEnd-of-day Nov 12, 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%$122.7B2BNDXVanguard Total International Bond ETFReadDesk0.07%4.65%0.0%+0.6%+0.1%+4.2%+0.3%−3.2%$82.9B3AIBTOiShares iBonds Dec 2033 Term Treasury ETFReadDesk0.07%4.27%−0.1%−1.9%−1.5%+4.0%new−5.8%$516MEnd-of-day Nov 12, 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 12+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 12+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 12+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: IBTO, SCHD, BNDXToday[…]holdings […]IBTOSCHDBNDXIBTO—[…][…]SCHD[…]—[…]BNDX[…][…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$458most kept, BNDXBNDX$465 − $7 = $458IBTO$427 − $7 = $420SCHD$293 − $6 = $287KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee