SCHD vs IBTP

ASCHD

BIBTP

Measures won1–3IBTP wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · SGOV $12,091

Lowest cost0.06%SCHD · $6 on $10k

Most income4.13%IBTP · $413 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]SCHD and IBTP

SCHD

IBTP

Schwab U.S. Dividend Equity ETF · $120BiShares iBonds Dec 2034 Term Treasury ETF · $379M

+19.6%3 years · per year$17,123 · […][…]

+10.5%5 years · per year$16,459 · […][…]

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

2.96%12-mo yield$296 · $413 on $10k4.13%

−6.9%Worst dropSmaller wins−6.5%

11.8%VolatilityLower wins4.8%

1–3IBTP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · IBTP

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

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	BIBTP	iShares iBonds Dec 2034 Term Treasury ETFRead Desk	0.07%	4.13%	−0.1%	−1.2%	−1.0%	new	new	−6.5%	$379M

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

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	BIBTP	iShares iBonds Dec 2034 Term Treasury ETFRead Desk	0.07%	4.13%	−0.1%	−1.2%	−1.0%	new	new	−6.5%	$379M

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 IBTP

SCHD

Schwab U.S. Dividend Equity

$16,459

IBTP

iShares iBonds Dec 2034 Term Treasury

[…]

MeasureSCHDIBTP

Fee0.06%0.07%

Cost on $10k a year$6$7

Yield2.96%4.13%

5 years, per year+10.5%[…]

3 years, per year+19.6%[…]

Worst drop · 1Y−6.9%−6.5%

Volatility · 1Y11.8%4.8%

3–1measures won
IBTP first

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

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

Overlap: SCHD, IBTP, SGOV

Today

[…]holdings […]

SCHDIBTPSGOV

SCHD—[…][…]

IBTP[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$406most kept, IBTP

IBTP$413 − $7 = $406

SGOV$363 − $9 = $354

SCHD$296 − $6 = $290

KeptFee

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