Compare · 2 funds side by side · dividends reinvested

MBCE and SCHD

MBCEMonarch×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

MBCE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.0

Monarch Blue Chips Elite Index ETFUnsorted1.01%0.33%−12.2%−11.5%+8.2%+2.0%−22.2%26.1%$199M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: MBCE 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Monarch Blue Chips Elite Index ETF · $199M$11,041

MBCE

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

MBCEMeasureSCHD

−12.2%Year to dateJan 1 → Nov 5+32.3%

−11.5%1 yearTotal return+38.7%

+8.2%3 years · per year$10,000 became $12,672 · $17,414+20.3%

+2.0%5 years · per year$10,000 became $11,041 · $16,375+10.4%

1.01%Expense ratio$101 · $6 a year on $10k · lower is better0.06%

0.33%Trailing 12-mo yield$33 · $298 a year on $10k2.98%

−22.2%Worst dropSmaller is better−6.9%

26.1%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

MBCE vs SCHD: Top 5 Holdings

Today

MBCE

24.1%in top 5

SCHD

in top 521.7%

MBCEStockSCHD

5.3%TXN4.7%

5.0%AMGN4.2%

4.7%TSLAnot top 5

4.6%AMDnot top 5

4.6%AMZNnot top 5

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

Held in common8.9%

End-of-day Nov 5, 2026 · share of each fund

MBCE vs SCHD Returns, Every Period

MonarchMBCE

+2.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

MBCESCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: MBCE vs SCHD

YTD

MonarchMBCE

−12.2%

SCHDSchwab

+32.3%

−12.2%Year to date+32.3%

−22.2%Worst drop · 1Y−6.9%

26.1%Volatility · 1Y11.7%

0.3%Yield3.0%

$199MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MBCE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MBCE1.01%$101

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MBCE, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

MBCE0.33%$33

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

MBCE$33 − $101 = −$68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MBCE, SCHD

Today

8.9%most shared, MBCE and SCHD

MBCESCHD

MBCE—8.9%

SCHD8.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

MBCEWorst drop−22.2%26.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDMBCE

+32.3%Year to date−12.2%

3.0%Yield0.3%

+38.7%Past year−11.5%

0.06%Fee1.01%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026