Compare · 2 funds side by side · dividends reinvested

MGC and SCHB

MGCVanguard×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,164MGC · best of the two

02 / 04

MGC and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.3

Vanguard Morningstar Mega Cap ETFUS Stock Styles · Large cap0.05%0.94%+10.8%+10.8%+24.9%+12.7%−9.8%13.5%$10.3B1.8

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: MGC 2007 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mega Cap ETF · $10.3B$18,164

MGC

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 73.5% in common

MGCMeasureSCHB

+10.8%Year to dateJan 1 → Nov 3+11.6%

+10.8%1 yearTotal return+11.7%

+24.9%3 years · per year$10,000 became $19,501 · $18,993+23.8%

+12.7%5 years · per year$10,000 became $18,164 · $16,894+11.1%

0.05%Expense ratio$5 · $3 a year on $10k · lower is better0.03%

0.94%Trailing 12-mo yield$94 · $106 a year on $10k1.06%

−9.8%Worst dropSmaller is better−8.9%

13.5%VolatilityLower is calmer13.1%

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

2–6SCHB wins

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

More Ways to See the Pairs

MGC vs SCHB: Top 5 Holdings

Today

MGC

33.8%in top 5

SCHB

in top 524.2%

MGCStockSCHB

9.6%NVDA6.7%

8.9%AAPL6.8%

7.0%MSFT5.2%

4.5%AMZN3.3%

3.7%GOOGL2.2%

Held in common73.5%

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

MGC vs SCHB Returns, Every Period

VanguardMGC

+12.7%

5 years, per year

SCHBSchwab

+11.1%

5 years, per year

MGCSCHBFaded: behind in that period

2–2Level

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

MGC vs SCHB

YTD

VanguardMGC

+10.8%

SCHBSchwab

+11.6%

+10.8%Year to date+11.6%

−9.8%Worst drop · 1Y−8.9%

13.5%Volatility · 1Y13.1%

0.9%Yield1.1%

$10.3BAssets$44.0B

4–0SCHB wins

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

Cost, Income and Risk

Fees: MGC, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

MGC0.05%$5

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

Yields: MGC, SCHB

1.06%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.06%$106

MGC0.94%$94

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

MGC$94 − $5 = $89

KeptFee

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

Overlap: MGC, SCHB

Today

73.5%most shared, MGC and SCHB

MGCSCHB

MGC—73.5%

SCHB73.5%—

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

Return vs Bumpiness: 2 ETFs

+11.7%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

MGCWorst drop−9.8%13.5% vol

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

Paid More vs Made More

YTD

SCHBMGC

+11.6%Year to date+10.8%

1.1%Yield0.9%

+11.7%Past year+10.8%

0.03%Fee0.05%

4–0SCHB wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

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