SCHD vs IBTO

ASCHD

BIBTO

Measures won2–3IBTO wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income4.23%IBTO · $423 on $10k

Smallest drop−5.8%IBTO · worst fall in 1Y

Held in common[…]SCHD and IBTO

SCHD

IBTO

Schwab U.S. Dividend Equity ETF · $123BiShares iBonds Dec 2033 Term Treasury ETF · $517M

+20.3%3 years · per year$17,414 · $11,612+5.1%

+10.4%5 years · per year$16,375 · […][…]

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

2.98%12-mo yield$298 · $423 on $10k4.23%

−6.9%Worst dropSmaller wins−5.8%

11.7%VolatilityLower wins4.5%

2–3IBTO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · IBTO

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

Held in common[…]

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BIBTO	iShares iBonds Dec 2033 Term Treasury ETFRead Desk		0.07%	4.23%	+0.4%	−0.8%	−0.5%	+5.1%	new	−5.8%	$517M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BIBTO	iShares iBonds Dec 2033 Term Treasury ETFRead Desk		0.07%	4.23%	+0.4%	−0.8%	−0.5%	+5.1%	new	−5.8%	$517M

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

Cards for this view

SCHD vs IBTO

SCHD

Schwab U.S. Dividend Equity

$16,375

IBTO

iShares iBonds Dec 2033 Term Treasury

[…]

MeasureSCHDIBTO

Fee0.06%0.07%

Cost on $10k a year$6$7

Yield2.98%4.23%

5 years, per year+10.4%[…]

3 years, per year+20.3%+5.1%

Worst drop · 1Y−6.9%−5.8%

Volatility · 1Y11.7%4.5%

3–2measures won
IBTO first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCHD, IBTO

Today

[…]holdings […]

SCHDIBTO

SCHD—[…]

IBTO[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$416most kept, IBTO

IBTO$423 − $7 = $416

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee