Compare · 2 funds side by side · dividends reinvested

MEDX and SCHD

MEDXHorizon Kinetics×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

MEDX 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

Horizon Kinetics Medical ETFSectors · Health care0.85%1.09%+13.1%+22.5%+14.4%[…]−10.6%19.3%$18M2.0

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: MEDX 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Kinetics Medical ETF · $18M[…]

MEDX

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 11.0% in common

MEDXMeasureSCHD

+13.1%Year to dateJan 1 → Nov 5+32.3%

+22.5%1 yearTotal return+38.7%

+14.4%3 years · per year$10,000 became $14,990 · $17,414+20.3%

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

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

1.09%Trailing 12-mo yield$109 · $298 a year on $10k2.98%

−10.6%Worst dropSmaller is better−6.9%

19.3%VolatilityLower is calmer11.7%

MEDXSCHD 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

MEDX vs SCHD: Top 5 Holdings

Today

MEDX

48.2%in top 5

SCHD

in top 521.7%

MEDXStockSCHD

20.7%LLYnot top 5

9.9%ABBVnot top 5

6.9%NVSnot top 5

5.8%JNJnot top 5

4.9%AMGN4.2%

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

Held in common11.0%

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

MEDX vs SCHD Returns, Every Period

Horizon KineticsMEDX

+22.5%

past year

SCHDSchwab

+38.7%

past year

MEDXSCHDFaded: behind in that period

0–3SCHD wins

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

Sector vs Income: MEDX vs SCHD

YTD

Horizon KineticsMEDX

+13.1%

SCHDSchwab

+32.3%

+13.1%Year to date+32.3%

−10.6%Worst drop · 1Y−6.9%

19.3%Volatility · 1Y11.7%

1.1%Yield3.0%

$17.6MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: MEDX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MEDX0.85%$85

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

Yields: MEDX, SCHD

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

MEDX1.09%$109

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

MEDX$109 − $85 = $24

KeptFee

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

Overlap: MEDX, SCHD

Today

11.0%most shared, MEDX and SCHD

MEDXSCHD

MEDX—11.0%

SCHD11.0%—

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

MEDXWorst drop−10.6%19.3% vol

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

Paid More vs Made More

YTD

SCHDMEDX

+32.3%Year to date+13.1%

3.0%Yield1.1%

+38.7%Past year+22.5%

0.06%Fee0.85%

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