SPBC vs SCHD

ASPBC

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,274SPBC · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%SPBC and SCHD

SPBC

SCHD

Simplify US Equity PLUS Bitcoin Strategy ETF · $41MSchwab U.S. Dividend Equity ETF · $120B

+25.8%3 years · per year$19,921 · $17,266+20.0%

+12.8%5 years · per year$18,274 · $16,267+10.2%

0.53%Expense ratio$53 · $6 on $10k · lower wins0.06%

0.84%12-mo yield$84 · $300 on $10k3.00%

−11.7%Worst dropSmaller wins−6.9%

16.2%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPBC · SCHD

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

Held in common0.0%

End-of-day Nov 6, 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	ASPBC	Simplify US Equity PLUS Bitcoin Strategy ETFRead Desk	0.53%	0.84%	+0.2%	+7.5%	+6.8%	+25.8%	+12.8%	−11.7%	$41M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	IBIT	iShares Bitcoin Trust ETFRead Desk	0.25%	0.00%	−0.3%	−13.6%	−27.2%	new	new	−44.7%	$60.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ASPBC	Simplify US Equity PLUS Bitcoin Strategy ETFRead Desk	0.53%	0.84%	+0.2%	+7.5%	+6.8%	+25.8%	+12.8%	−11.7%	$41M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	IBIT	iShares Bitcoin Trust ETFRead Desk	0.25%	0.00%	−0.3%	−13.6%	−27.2%	new	new	−44.7%	$60.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPBC vs SCHD

SPBC

Simplify US Equity PLUS Bitcoin Strategy

$18,274

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureSPBCSCHD

Fee0.53%0.06%

Cost on $10k a year$53$6

Yield0.84%3.00%

5 years, per year+12.8%+10.2%

3 years, per year+25.8%+20.0%

Worst drop · 1Y−11.7%−6.9%

Volatility · 1Y16.2%11.7%

4–2measures won
SCHD first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

IBIT vs FBTC

YTD

iSharesIBIT

−13.6%

FBTCFidelity

−13.6%

−13.6%Year to date−13.6%

0.25% · $25Fee · on $10k a year0.25% · $25

$60.7BAssets$13.5B

0–0level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: SPBC, SCHD, IBIT

Today

0.0%most shared, SPBC and SCHD

SPBCSCHDIBIT

SPBC—0.0%[…]

SCHD0.0%—[…]

IBIT[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

SPBC$84 − $53 = $31

IBIT$0 − $25 = −$25

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee