IBTP vs SCHD

AIBTP

BSCHD

Measures won3–1IBTP wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SCHD $16,881

Lowest cost0.04%VIG · $4 on $10k

Most income4.13%IBTP · $413 on $10k

Smallest drop−6.5%IBTP · worst fall in 1Y

Held in common[…]IBTP and SCHD

IBTP

SCHD

iShares iBonds Dec 2034 Term Treasury ETF · $376MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

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

4.13%12-mo yield$413 · $291 on $10k2.91%

−6.5%Worst dropSmaller wins−6.9%

4.9%VolatilityLower wins11.5%

3–1IBTP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIBTP · SCHD

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

Held in common[…]

End-of-day Nov 4, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	AIBTP	iShares iBonds Dec 2034 Term Treasury ETFRead Desk	0.07%	4.13%	+0.5%	−1.3%	−1.0%	new	new	−6.5%	$376M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	AIBTP	iShares iBonds Dec 2034 Term Treasury ETFRead Desk	0.07%	4.13%	+0.5%	−1.3%	−1.0%	new	new	−6.5%	$376M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBTP vs SCHD

IBTP

iShares iBonds Dec 2034 Term Treasury

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureIBTPSCHD

Fee0.07%0.06%

Cost on $10k a year$7$6

Yield4.13%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−6.5%−6.9%

Volatility · 1Y4.9%11.5%

3–1measures won
IBTP first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IBTP, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

IBTPSCHDVIG

IBTP—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$406most kept, IBTP

IBTP$413 − $7 = $406

SCHD$291 − $6 = $285

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee