Compare · 2 funds side by side · dividends reinvested

MORT and SCHD

MORTVanEck×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

MORT 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%$123B1.1

VanEck Mortgage REIT Income ETFBonds & Cash · Mortgage0.43%18.09%−15.7%−11.9%+6.2%−5.5%−26.9%18.7%$324M1.9

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: MORT 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Mortgage REIT Income ETF · $324M$7,538

MORT

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MORTMeasureSCHD

−15.7%Year to dateJan 1 → Nov 4+35.3%

−11.9%1 yearTotal return+41.6%

+6.2%3 years · per year$10,000 became $11,988 · $17,908+21.4%

−5.5%5 years · per year$10,000 became $7,538 · $16,881+11.0%

0.43%Expense ratio$43 · $6 a year on $10k · lower is better0.06%

18.09%Trailing 12-mo yield$1,809 · $291 a year on $10k2.91%

−26.9%Worst dropSmaller is better−6.9%

18.7%VolatilityLower is calmer11.5%

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

1–7SCHD wins

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

More Ways to See the Pairs

MORT vs SCHD: Top 5 Holdings

Today

MORT

52.5%in top 5

SCHD

in top 521.6%

MORTStockSCHD

19.0%NLYnot top 5

15.0%AGNCnot top 5

6.8%RITMnot top 5

6.5%STWDnot top 5

5.2%DXnot top 5

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common0.0%

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

MORT vs SCHD Returns, Every Period

VanEckMORT

−5.5%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

MORTSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: MORT vs SCHD

YTD

VanEckMORT

−15.7%

SCHDSchwab

+35.3%

−15.7%Year to date+35.3%

−26.9%Worst drop · 1Y−6.9%

18.7%Volatility · 1Y11.5%

18.1%Yield2.9%

$324MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: MORT, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MORT0.43%$43

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

Yields: MORT, SCHD

18.09%highest, MORT

FundTrailing yieldYield$10k

MORT18.09%$1,809

SCHD2.91%$291

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

Income After Fees on $10,000

$1,766most kept, MORT

MORT$1,809 − $43 = $1,766

SCHD$291 − $6 = $285

KeptFee

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

Overlap: MORT, SCHD

Today

0.0%most shared, MORT and SCHD

MORTSCHD

MORT—0.0%

SCHD0.0%—

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

MORTWorst drop−26.9%18.7% vol

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

Paid More vs Made More

YTD

MORTSCHD

−15.7%Year to date+35.3%

18.1%Yield2.9%

−11.9%Past year+41.6%

0.43%Fee0.06%

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