Compare · 2 funds side by side · dividends reinvested

MPIA and SCHB

MPIAm+ Funds×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,894SCHB · best of the two

02 / 03

MPIA 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%$44.0B1.1

m Nasdaq-100 Accelerator Autocall ETFUS Stock Styles · Large cap0.70%4.64%[…][…][…][…][…][…]$16M1.5

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: MPIA 2026 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

m Nasdaq-100 Accelerator Autocall ETF · $16M[…]

MPIA

SCHB

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

$10,000 five years ago, dividends reinvested

MPIAMeasureSCHB

[…]Year to dateJan 1 → Nov 3+11.6%

[…]1 yearTotal return+11.7%

[…]3 years · per year$10,000 became […] · $18,993+23.8%

[…]5 years · per year$10,000 became […] · $16,894+11.1%

0.70%Expense ratio$70 · $3 a year on $10k · lower is better0.03%

4.64%Trailing 12-mo yield$464 · $106 a year on $10k1.06%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.1%

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

1–1Level

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

More Ways to See the Pairs

MPIA vs SCHB: Top 5 Holdings

Today

MPIA

[…]in top 5

SCHB

in top 524.2%

MPIAStockSCHB

not top 5AAPL6.8%

not top 5NVDA6.7%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.2%

Held in common[…]

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

MPIA vs SCHB Returns, Every Period

m+ FundsMPIA

[…]

past year

SCHBSchwab

+11.7%

past year

Returns […]

MPIASCHBFaded: behind in that period

0–0Level

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

MPIA vs SCHB

YTD

m+ FundsMPIA

[…]

SCHBSchwab

+11.6%

[…]Year to date+11.6%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.1%

4.6%Yield1.1%

$16.1MAssets$44.0B

1–0MPIA wins

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

Cost, Income and Risk

Fees: MPIA, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

MPIA0.70%$70

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

Yields: MPIA, SCHB

4.64%highest, MPIA

FundTrailing yieldYield$10k

MPIA4.64%$464

SCHB1.06%$106

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

Income After Fees on $10,000

$394most kept, MPIA

MPIA$464 − $70 = $394

SCHB$106 − $3 = $103

KeptFee

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

Overlap: MPIA, SCHB

Today

[…]holdings […]

MPIASCHB

MPIA—[…]

SCHB[…]—

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

MPIAWorst drop[…][…]

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

Paid More vs Made More

YTD

MPIASCHB

[…]Year to date+11.6%

4.6%Yield1.1%

[…]Past year+11.7%

0.70%Fee0.03%

1–1level

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