Compare · 2 funds side by side · dividends reinvested

MFUS and SCHD

MFUSPIMCO×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,511MFUS · best of the two

02 / 04

MFUS 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%$120B1.4

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFUS Stock Styles · Factor0.29%1.42%+16.9%+20.3%+21.9%+11.9%−6.4%12.2%$308M1.6

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: MFUS 2017 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $308M$17,511

MFUS

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 16.6% in common

MFUSMeasureSCHD

+16.9%Year to dateJan 1 → Nov 9+33.2%

+20.3%1 yearTotal return+39.1%

+21.9%3 years · per year$10,000 became $18,107 · $17,123+19.6%

+11.9%5 years · per year$10,000 became $17,511 · $16,459+10.5%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

1.42%Trailing 12-mo yield$142 · $296 a year on $10k2.96%

−6.4%Worst dropSmaller is better−6.9%

12.2%VolatilityLower is calmer11.8%

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

3–5SCHD wins

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

More Ways to See the Pairs

MFUS vs SCHD: Top 5 Holdings

Today

MFUS

9.3%in top 5

SCHD

in top 521.4%

MFUSStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

2.3%AAPLnot top 5

2.0%JNJnot top 5

1.8%XOMnot top 5

1.7%LLYnot top 5

1.6%CVXnot top 5

Held in common16.6%

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

MFUS vs SCHD Returns, Every Period

PIMCOMFUS

+11.9%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

MFUSSCHDFaded: behind in that period

2–2Level

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

Stocks vs Income: MFUS vs SCHD

YTD

PIMCOMFUS

+16.9%

SCHDSchwab

+33.2%

+16.9%Year to date+33.2%

−6.4%Worst drop · 1Y−6.9%

12.2%Volatility · 1Y11.8%

1.4%Yield3.0%

$308MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: MFUS, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MFUS0.29%$29

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

Yields: MFUS, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

MFUS1.42%$142

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

MFUS$142 − $29 = $113

KeptFee

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

Overlap: MFUS, SCHD

Today

16.6%most shared, MFUS and SCHD

MFUSSCHD

MFUS—16.6%

SCHD16.6%—

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

MFUSWorst drop−6.4%12.2% vol

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

Paid More vs Made More

YTD

SCHDMFUS

+33.2%Year to date+16.9%

3.0%Yield1.4%

+39.1%Past year+20.3%

0.06%Fee0.29%

4–0SCHD 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%

$120BAssets$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