Compare · 2 funds side by side · dividends reinvested

MEDI and SCHD

MEDIHarbor×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

MEDI 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%$120B1.0

Harbor Health Care ETF (MEDI)Sectors · Health care0.80%0.22%+10.8%+15.8%+19.0%[…]−15.2%20.9%$47M2.0

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: MEDI 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Harbor Health Care ETF (MEDI) · $47M[…]

MEDI

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

MEDIMeasureSCHD

+10.8%Year to dateJan 1 → Nov 5+32.3%

+15.8%1 yearTotal return+38.7%

+19.0%3 years · per year$10,000 became $16,831 · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

0.22%Trailing 12-mo yield$22 · $298 a year on $10k2.98%

−15.2%Worst dropSmaller is better−6.9%

20.9%VolatilityLower is calmer11.7%

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

0–7SCHD wins

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

More Ways to See the Pairs

MEDI vs SCHD: Top 5 Holdings

Today

MEDI

36.9%in top 5

SCHD

in top 521.7%

MEDIStockSCHD

21.4%LLYnot top 5

4.9%ARGXnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.8%RYTMnot top 5

3.6%PCVXnot top 5

3.3%GHnot top 5

Held in common1.8%

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

MEDI vs SCHD Returns, Every Period

HarborMEDI

+15.8%

past year

SCHDSchwab

+38.7%

past year

MEDISCHDFaded: behind in that period

0–3SCHD wins

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

Sector vs Income: MEDI vs SCHD

YTD

HarborMEDI

+10.8%

SCHDSchwab

+32.3%

+10.8%Year to date+32.3%

−15.2%Worst drop · 1Y−6.9%

20.9%Volatility · 1Y11.7%

0.2%Yield3.0%

$47.1MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: MEDI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MEDI0.80%$80

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

Yields: MEDI, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

MEDI0.22%$22

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

MEDI$22 − $80 = −$58

KeptFee

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

Overlap: MEDI, SCHD

Today

1.8%most shared, MEDI and SCHD

MEDISCHD

MEDI—1.8%

SCHD1.8%—

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

MEDIWorst drop−15.2%20.9% vol

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

Paid More vs Made More

YTD

SCHDMEDI

+32.3%Year to date+10.8%

3.0%Yield0.2%

+38.7%Past year+15.8%

0.06%Fee0.80%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026