Compare · 3 funds side by side · dividends reinvested

MMSC, SCHD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

MMSC, SCHD and VUG, 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%$120B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.0

First Trust Multi-Manager Small Cap Opportunities ETFUS Stock Styles · Small cap0.95%0.00%+4.6%+5.2%+20.5%+3.4%−15.3%24.6%$52M2.6

Rank among the three1st → 3rdFee, 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: MMSC 2021 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Multi-Manager Small Cap Opportunities ETF · $52M$11,838

MMSC

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

MMSCMeasureSCHD

+4.6%Year to dateJan 1 → Nov 5+32.3%

+5.2%1 yearTotal return+38.7%

+20.5%3 years · per year$10,000 became $17,505 · $17,414+20.3%

+3.4%5 years · per year$10,000 became $11,838 · $16,375+10.4%

0.95%Expense ratio$95 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $298 a year on $10k2.98%

−15.3%Worst dropSmaller is better−6.9%

24.6%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

MMSC vs SCHD: Top 5 Holdings

Today

MMSC

7.6%in top 5

SCHD

in top 521.7%

MMSCStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

2.0%XMTRnot top 5

1.5%ZETAnot top 5

1.4%FROGnot top 5

1.4%GHnot top 5

1.3%VRNSnot top 5

Held in common0.2%

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

MMSC vs SCHD Returns, Every Period

First TrustMMSC

+3.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

MMSCSCHDFaded: behind in that period

1–3SCHD wins

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

Stocks vs Income: MMSC vs SCHD

YTD

First TrustMMSC

+4.6%

SCHDSchwab

+32.3%

+4.6%Year to date+32.3%

−15.3%Worst drop · 1Y−6.9%

24.6%Volatility · 1Y11.7%

0.0%Yield3.0%

$51.8MAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: MMSC, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

MMSC0.95%$95

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

Yields: MMSC, SCHD, VUG

2.98%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.98%$298

VUG0.43%$43

MMSC0.00%$0

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VUG$43 − $3 = $40

MMSC$0 − $95 = −$95

KeptFee

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

Overlap: MMSC, SCHD, VUG

Today

0.8%most shared, SCHD and VUG

MMSCSCHDVUG

MMSC—0.2%0.0%

SCHD0.2%—0.8%

VUG0.0%0.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VUGWorst drop−15.1%19.0% vol

MMSCWorst drop−15.3%24.6% vol

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

Paid More vs Made More

YTD

SCHDMMSC

+32.3%Year to date+4.6%

3.0%Yield0.0%

+38.7%Past year+5.2%

0.06%Fee0.95%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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