SCHR vs IBID

ASCHR

BIBID

Measures won1–4IBID wins · of 6 · 5Y

$10,000 · 5Y$10,067SCHR

Lowest cost0.03%SCHR · $3 on $10k

Most income4.31%IBID · $431 on $10k

Smallest drop−0.6%IBID · worst fall in 1Y

Held in common[…]SCHR and IBID

SCHR

IBID

Schwab Intermediate-Term U.S. Treasury ETF · $13.7BiShares iBonds Oct 2027 Term TIPS ETF · $159M

+4.5%3 years · per year$11,422 · $11,760+5.6%

+0.1%5 years · per year$10,067 · […][…]

0.03%Expense ratio$3 · $10 on $10k · lower wins0.10%

4.03%12-mo yield$403 · $431 on $10k4.31%

−4.5%Worst dropSmaller wins−0.6%

3.6%VolatilityLower wins1.1%

1–4IBID wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHR · IBID

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

Held in common[…]

End-of-day Nov 4, 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	ASCHR	Schwab Intermediate-Term U.S. Treasury ETFRead Desk		0.03%	4.03%	+0.3%	−0.7%	−0.1%	+4.5%	+0.1%	−4.5%	$13.7B
2	BIBID	iShares iBonds Oct 2027 Term TIPS ETFRead Desk		0.10%	4.31%	−0.1%	+3.5%	+3.8%	+5.6%	new	−0.6%	$159M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHR	Schwab Intermediate-Term U.S. Treasury ETFRead Desk		0.03%	4.03%	+0.3%	−0.7%	−0.1%	+4.5%	+0.1%	−4.5%	$13.7B
2	BIBID	iShares iBonds Oct 2027 Term TIPS ETFRead Desk		0.10%	4.31%	−0.1%	+3.5%	+3.8%	+5.6%	new	−0.6%	$159M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHR vs IBID

SCHR

Schwab Intermediate-Term U.S. Treasury

$10,067

IBID

iShares iBonds Oct 2027 Term TIPS

[…]

MeasureSCHRIBID

Fee0.03%0.10%

Cost on $10k a year$3$10

Yield4.03%4.31%

5 years, per year+0.1%[…]

3 years, per year+4.5%+5.6%

Worst drop · 1Y−4.5%−0.6%

Volatility · 1Y3.6%1.1%

4–1measures won
IBID first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCHR, IBID

Today

[…]holdings […]

SCHRIBID

SCHR—[…]

IBID[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$421most kept, IBID

IBID$431 − $10 = $421

SCHR$403 − $3 = $400

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee