SCHD vs IBTO5YSCHDSCHDAvsBIBTOIBTOSchwab U.S. Dividend Equity ETF · $124BiShares iBonds Dec 2033 Term Treasury ETF · $512MReturns · dividends in+19.9%3 years · per year$17,257 · $11,119+3.6%+10.4%5 years · per year$16,429 · […][…]Cost and income0.06%Expense ratio$6 · $7 on $10k · lower wins0.07%2.93%12-mo yield$293 · $430 on $10k
Overlap: SCHD, IBTO, VIGToday14.5%most shared, SCHD and VIGSCHDIBTOVIGSCHD—[…]14.5%IBTO[…]—[…]VIG14.5%[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SCHD vs IBTO5YASCHDSchwab U.S. Dividend Equity$16,429vsIBTOBiShares iBonds Dec 2033 Term Treasury[…]MeasureSCHDIBTOFee0.06%0.07%Cost on $10k a year$6$7Yield2.93%4.30%5 years, per year+10.4%[…]3 years, per year+19.9%+3.6%Worst drop · 1Y−6.9%−5.8%Volatility · 1Y11.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B3BIBTOiShares iBonds Dec 2033 Term Treasury ETFReadDesk0.07%4.30%−0.6%−2.4%−2.4%+3.6%new−5.8%$512MEnd-of-day Nov 12, 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▲▼1VIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B2ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B3BIBTOiShares iBonds Dec 2033 Term Treasury ETFReadDesk0.07%4.30%−0.6%−2.4%−2.4%+3.6%new−5.8%$512MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
DGRO vs VIGYTDiSharesDGROiSA+19.6%vsBVVIGVanguard+16.0%Jan 1Nov 12+19.6%+16.0%+19.6%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: SCHD, IBTO, VIGToday14.5%most shared, SCHD and VIGSCHDIBTOVIGSCHD—[…]14.5%IBTO[…]—[…]VIG14.5%[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$423most kept, IBTOIBTO$430 − $7 = $423SCHD$293 − $6 = $287VIG$145 − $4 = $141KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee