Compare · 2 funds side by side · dividends reinvested

MATR and SCHD

MATRHarbor×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

MATR and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.3

Harbor Multi-Asset Explorer ETFUnsorted0.80%2.89%+2.6%+3.8%+15.5%[…]−6.2%11.1%$10M1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: MATR 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $121B$16,352

SCHD

MATR

Harbor Multi-Asset Explorer ETF · $10M[…]

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

SCHDMeasureMATR

+32.8%Year to dateJan 1 → Nov 3+2.6%

+37.6%1 yearTotal return+3.8%

+21.2%3 years · per year$10,000 became $17,784 · $15,410+15.5%

+10.3%5 years · per year$10,000 became $16,352 · […][…]

0.06%Expense ratio$6 · $80 a year on $10k · lower is better0.80%

2.97%Trailing 12-mo yield$297 · $289 a year on $10k2.89%

−6.9%Worst dropSmaller is better−6.2%

11.4%VolatilityLower is calmer11.1%

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

5–2SCHD wins

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

More Ways to See the Pairs

SCHD vs MATR: Top 5 Holdings

Today

SCHD

21.4%in top 5

MATR

in top 545.7%

SCHDStockMATR

not top 5IVV14.7%

not top 5IEMG9.4%

not top 5FLJP8.0%

not top 5QQQM7.3%

not top 5VGK6.4%

4.6%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.2%HDnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

SCHD vs MATR Returns, Every Period

SchwabSCHD

+37.6%

past year

MATRHarbor

+3.8%

past year

SCHDMATRFaded: behind in that period

3–0SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: SCHD vs MATR

YTD

SchwabSCHD

+32.8%

MATRHarbor

+2.6%

+32.8%Year to date+2.6%

−6.9%Worst drop · 1Y−6.2%

11.4%Volatility · 1Y11.1%

3.0%Yield2.9%

$121BAssets$10.1M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MATR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MATR0.80%$80

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MATR, SCHD

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

MATR2.89%$289

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

MATR$289 − $80 = $209

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MATR, SCHD

Today

0.0%most shared, MATR and SCHD

MATRSCHD

MATR—0.0%

SCHD0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

MATRWorst drop−6.2%11.1% vol

SCHDWorst drop−6.9%11.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDMATR

+32.8%Year to date+2.6%

3.0%Yield2.9%

+37.6%Past year+3.8%

0.06%Fee0.80%

4–0SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026