Compare · 2 funds side by side · dividends reinvested

MGC and SCHD

MGCVanguard×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,549MGC · best of the two

02 / 04

MGC and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

Vanguard Morningstar Mega Cap ETFUS Stock Styles · Large cap0.05%0.92%+12.7%+12.6%+25.1%+13.2%−9.8%13.6%$10.3B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: MGC 2007 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mega Cap ETF · $10.3B$18,549

MGC

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 7.8% in common

MGCMeasureSCHD

+12.7%Year to dateJan 1 → Nov 4+35.3%

+12.6%1 yearTotal return+41.6%

+25.1%3 years · per year$10,000 became $19,585 · $17,908+21.4%

+13.2%5 years · per year$10,000 became $18,549 · $16,881+11.0%

0.05%Expense ratio$5 · $6 a year on $10k · lower is better0.06%

0.92%Trailing 12-mo yield$92 · $291 a year on $10k2.91%

−9.8%Worst dropSmaller is better−6.9%

13.6%VolatilityLower is calmer11.5%

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

3–5SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MGC vs SCHD: Top 5 Holdings

Today

MGC

33.8%in top 5

SCHD

in top 521.6%

MGCStockSCHD

9.6%NVDAnot top 5

8.9%AAPLnot top 5

7.0%MSFTnot top 5

not top 5TXN4.8%

4.5%AMZNnot top 5

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.7%GOOGLnot top 5

Held in common7.8%

End-of-day Nov 4, 2026 · share of each fund

MGC vs SCHD Returns, Every Period

VanguardMGC

+13.2%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

MGCSCHDFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: MGC vs SCHD

YTD

VanguardMGC

+12.7%

SCHDSchwab

+35.3%

+12.7%Year to date+35.3%

−9.8%Worst drop · 1Y−6.9%

13.6%Volatility · 1Y11.5%

0.9%Yield2.9%

$10.3BAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MGC, SCHD

Today

0.05%lowest, MGC

FundExpense ratioFee$10k

MGC0.05%$5

SCHD0.06%$6

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MGC, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

MGC0.92%$92

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

MGC$92 − $5 = $87

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MGC, SCHD

Today

7.8%most shared, MGC and SCHD

MGCSCHD

MGC—7.8%

SCHD7.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

MGCWorst drop−9.8%13.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDMGC

+35.3%Year to date+12.7%

2.9%Yield0.9%

+41.6%Past year+12.6%

0.06%Fee0.05%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026