SCHD vs IBIT

ASCHD

BIBIT

Measures won4–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common[…]SCHD and IBIT

SCHD

IBIT

Schwab U.S. Dividend Equity ETF · $120BiShares Bitcoin Trust ETF · $61.0B

+20.0%3 years · per year$17,266 · […][…]

+10.2%5 years · per year$16,267 · […][…]

0.06%Expense ratio$6 · $25 on $10k · lower wins0.25%

3.00%12-mo yield$300 · $0 on $10k0.00%

−6.9%Worst dropSmaller wins−44.7%

11.7%VolatilityLower wins44.7%

4–0SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · IBIT

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	ASCHD	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	BIBIT	iShares Bitcoin Trust ETFRead Desk		0.25%	0.00%	−0.3%	−13.6%	−27.2%	new	new	−44.7%	$61.0B

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	ASCHD	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	BIBIT	iShares Bitcoin Trust ETFRead Desk		0.25%	0.00%	−0.3%	−13.6%	−27.2%	new	new	−44.7%	$61.0B

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

SCHD vs IBIT

SCHD

Schwab U.S. Dividend Equity

$16,267

IBIT

iShares Bitcoin Trust

[…]

MeasureSCHDIBIT

Fee0.06%0.25%

Cost on $10k a year$6$25

Yield3.00%0.00%

5 years, per year+10.2%[…]

3 years, per year+20.0%[…]

Worst drop · 1Y−6.9%−44.7%

Volatility · 1Y11.7%44.7%

4–0measures 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

IBIT vs FBTC

YTD

iSharesIBIT

−13.6%

FBTCFidelity

−13.6%

−13.6%Year to date−13.6%

0.25% · $25Fee · on $10k a year0.25% · $25

$61.0BAssets$13.5B

0–0level

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

Overlap: SCHD, IBIT

Today

[…]holdings […]

SCHDIBIT

SCHD—[…]

IBIT[…]—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IBIT$0 − $25 = −$25

KeptFee

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