SCHD vs IBMP5YSCHDSCHDAvsBIBMPIBMPSchwab U.S. Dividend Equity ETF · $122BiShares iBonds Dec 2027 Term Muni Bond ETF · $684MReturns · dividends in+19.5%3 years · per year$17,062 · $11,066+3.4%+10.4%5 years · per year$16,428 · $10,446+0.9%Cost and income0.06%Expense ratio$6 · $10 on $10k · lower wins0.10%2.94%
Overlap: SCHD, IBMP, SGOVToday[…]holdings […]SCHDIBMPSGOVSCHD—[…][…]IBMP[…]—[…]SGOV[…][…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SCHD vs IBMP5YASCHDSchwab U.S. Dividend Equity$16,428vsIBMPBiShares iBonds Dec 2027 Term Muni Bond$10,446$10k$13k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B2SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.8%+4.5%+3.9%0.0%$116.4B3BIBMPiShares iBonds Dec 2027 Term Muni Bond ETFReadDesk0.10%2.55%+0.1%+1.9%+2.4%+3.4%+0.9%−0.6%$684MEnd-of-day Nov 10, 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▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B2SGOViShares 0-3 Month Treasury Bond ETFReadDesk0.09%3.63%0.0%+3.2%+3.8%+4.5%+3.9%0.0%$116.4B3BIBMPiShares iBonds Dec 2027 Term Muni Bond ETFReadDesk0.10%2.55%+0.1%+1.9%+2.4%+3.4%+0.9%−0.6%$684MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
SGOV vs BILYTDiSharesSGOViSA+3.2%vsBSBILSPDR+3.1%Jan 1Nov 10+3.2%+3.1%+3.2%Year to date+3.1%3.6%Yield3.7%$116BAssets$48.7B1–1levelEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: SCHD, IBMP, SGOVToday[…]holdings […]SCHDIBMPSGOVSCHD—[…][…]IBMP[…]—[…]SGOV[…][…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$354most kept, SGOVSGOV$363 − $9 = $354SCHD$294 − $6 = $288IBMP$255 − $10 = $245KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee