ILTB vs SCHD

AILTB

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · ILTB $8,077

Lowest cost0.06%ILTB · $6 on $10k

Most income5.22%ILTB · $522 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]ILTB and SCHD

ILTB

SCHD

iShares Core 10+ Year USD Bond ETF · $594MSchwab U.S. Dividend Equity ETF · $120B

+5.7%3 years · per year$11,796 · $17,266+20.0%

−4.2%5 years · per year$8,077 · $16,267+10.2%

0.06%Expense ratio$6 · $6 on $10k · lower wins0.06%

5.22%12-mo yield$522 · $300 on $10k3.00%

−9.8%Worst dropSmaller wins−6.9%

8.1%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsILTB · 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

Both

5Y2 funds

#			Trend
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	AILTB	iShares Core 10+ Year USD Bond ETFRead Desk		0.06%	5.22%	−0.1%	−2.2%	−2.5%	+5.7%	−4.2%	−9.8%	$594M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AILTB	iShares Core 10+ Year USD Bond ETFRead Desk		0.06%	5.22%	−0.1%	−2.2%	−2.5%	+5.7%	−4.2%	−9.8%	$594M

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

ILTB vs SCHD

ILTB

iShares Core 10+ Year USD Bond

$8,077

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureILTBSCHD

Fee0.06%0.06%

Cost on $10k a year$6$6

Yield5.22%3.00%

5 years, per year−4.2%+10.2%

3 years, per year+5.7%+20.0%

Worst drop · 1Y−9.8%−6.9%

Volatility · 1Y8.1%11.7%

3–2measures won
SCHD first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ILTB, SCHD

Today

[…]holdings […]

ILTBSCHD

ILTB—[…]

SCHD[…]—

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

Income After Fees on $10,000

$516most kept, ILTB

ILTB$522 − $6 = $516

SCHD$300 − $6 = $294

KeptFee

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