Compare · 2 funds side by side · dividends reinvested

MATE and SCHD

MATEMan Group×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 03

MATE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.0

Man ETF Series Trust - Man Active Trend Enhanced ETFUnsorted0.97%0.00%+15.8%[…][…][…][…][…]$37M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: MATE 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Man ETF Series Trust - Man Active Trend Enhanced ETF · $37M[…]

MATE

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MATEMeasureSCHD

+15.8%Year to dateJan 1 → Nov 9+33.2%

[…]1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.97%Expense ratio$97 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $296 a year on $10k2.96%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

0–3SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MATE vs SCHD: Top 5 Holdings

Today

MATE

49.3%in top 5

SCHD

in top 521.4%

MATEStockSCHD

49.3%IVVnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

MATE vs SCHD Returns, Every Period

Man GroupMATE

[…]

past year

SCHDSchwab

+39.1%

past year

MATESCHDFaded: behind in that period

0–1SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: MATE vs SCHD

YTD

Man GroupMATE

+15.8%

SCHDSchwab

+33.2%

+15.8%Year to date+33.2%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.8%

0.0%Yield3.0%

$37.4MAssets$122B

2–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MATE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MATE0.97%$97

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MATE, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

MATE0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

MATE$0 − $97 = −$97

KeptFee

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

Overlap: MATE, SCHD

Today

0.0%most shared, MATE and SCHD

MATESCHD

MATE—0.0%

SCHD0.0%—

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

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

MATEWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDMATE

+33.2%Year to date+15.8%

3.0%Yield0.0%

+39.1%Past year[…]

0.06%Fee0.97%

3–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026