SCHD vs IBGA

ASCHD

BIBGA

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,454SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income4.88%IBGA · $488 on $10k

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

Held in common[…]SCHD and IBGA

SCHD

IBGA

Schwab U.S. Dividend Equity ETF · $120BiShares iBonds Dec 2044 Term Treasury ETF · $77M

+19.6%3 years · per year$17,118 · […][…]

+10.5%5 years · per year$16,454 · […][…]

0.06%Expense ratio$6 · $7 on $10k · lower wins0.07%

2.96%12-mo yield$296 · $488 on $10k4.88%

−6.9%Worst dropSmaller wins−10.5%

11.8%VolatilityLower wins8.3%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · IBGA

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

Held in common[…]

End-of-day Nov 9, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BIBGA	iShares iBonds Dec 2044 Term Treasury ETFRead Desk		0.07%	4.88%	0.0%	−1.7%	−2.8%	new	new	−10.5%	$77M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	BIBGA	iShares iBonds Dec 2044 Term Treasury ETFRead Desk		0.07%	4.88%	0.0%	−1.7%	−2.8%	new	new	−10.5%	$77M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs IBGA

SCHD

Schwab U.S. Dividend Equity

$16,454

IBGA

iShares iBonds Dec 2044 Term Treasury

[…]

MeasureSCHDIBGA

Fee0.06%0.07%

Cost on $10k a year$6$7

Yield2.96%4.88%

5 years, per year+10.5%[…]

3 years, per year+19.6%[…]

Worst drop · 1Y−6.9%−10.5%

Volatility · 1Y11.8%8.3%

2–2measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: SCHD, IBGA

Today

[…]holdings […]

SCHDIBGA

SCHD—[…]

IBGA[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$481most kept, IBGA

IBGA$488 − $7 = $481

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee