Compare · 2 funds side by side · dividends reinvested

BMVP and SCHD

BMVPInvesco×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

BMVP and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

Invesco Bloomberg MVP Multi-factor ETFUS Stock Styles · Factor0.29%1.77%+11.3%+13.5%+16.5%+7.2%−6.4%10.9%$106M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BMVP 2003 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Bloomberg MVP Multi-factor ETF · $106M$14,135

BMVP

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

BMVPMeasureSCHD

+11.3%Year to dateJan 1 → Nov 6+31.4%

+13.5%1 yearTotal return+37.0%

+16.5%3 years · per year$10,000 became $15,811 · $17,266+20.0%

+7.2%5 years · per year$10,000 became $14,135 · $16,267+10.2%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

1.77%Trailing 12-mo yield$177 · $300 a year on $10k3.00%

−6.4%Worst dropSmaller is better−6.9%

10.9%VolatilityLower is calmer11.7%

BMVPSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BMVP vs SCHD: Top 5 Holdings

Today

BMVP

10.5%in top 5

SCHD

in top 521.4%

BMVPStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

2.1%CDWnot top 5

2.1%PAYXnot top 5

2.1%CAHnot top 5

2.1%ALLnot top 5

2.1%BLLnot top 5

Held in common14.5%

End-of-day Nov 6, 2026 · share of each fund

BMVP vs SCHD Returns, Every Period

InvescoBMVP

+7.2%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

BMVPSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: BMVP vs SCHD

YTD

InvescoBMVP

+11.3%

SCHDSchwab

+31.4%

+11.3%Year to date+31.4%

−6.4%Worst drop · 1Y−6.9%

10.9%Volatility · 1Y11.7%

1.8%Yield3.0%

$106MAssets$120B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BMVP, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BMVP0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BMVP, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

BMVP1.77%$177

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

BMVP$177 − $29 = $148

KeptFee

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

Overlap: BMVP, SCHD

Today

14.5%most shared, BMVP and SCHD

BMVPSCHD

BMVP—14.5%

SCHD14.5%—

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

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

BMVPWorst drop−6.4%10.9% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDBMVP

+31.4%Year to date+11.3%

3.0%Yield1.8%

+37.0%Past year+13.5%

0.06%Fee0.29%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026