Compare · 2 funds side by side · dividends reinvested

MRSK and SCHD

MRSKToews×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

MRSK and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.1

Toews Agility Shares Managed Risk ETFUnsorted0.98%0.36%+3.3%+4.8%+12.9%+6.2%−7.8%11.5%$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 6, 2026 · returns include dividends · since: MRSK 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Toews Agility Shares Managed Risk ETF · $324M$13,525

MRSK

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

MRSKMeasureSCHD

+3.3%Year to dateJan 1 → Nov 6+31.4%

+4.8%1 yearTotal return+37.0%

+12.9%3 years · per year$10,000 became $14,374 · $17,266+20.0%

+6.2%5 years · per year$10,000 became $13,525 · $16,267+10.2%

0.98%Expense ratio$98 · $6 a year on $10k · lower is better0.06%

0.36%Trailing 12-mo yield$36 · $300 a year on $10k3.00%

−7.8%Worst dropSmaller is better−6.9%

11.5%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MRSK vs SCHD: Top 5 Holdings

Today

MRSK

87.0%in top 5

SCHD

in top 521.4%

MRSKStockSCHD

87.0%IVVnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

MRSK vs SCHD Returns, Every Period

ToewsMRSK

+6.2%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

MRSKSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: MRSK vs SCHD

YTD

ToewsMRSK

+3.3%

SCHDSchwab

+31.4%

+3.3%Year to date+31.4%

−7.8%Worst drop · 1Y−6.9%

11.5%Volatility · 1Y11.7%

0.4%Yield3.0%

$324MAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MRSK, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MRSK0.98%$98

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MRSK, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

MRSK0.36%$36

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

MRSK$36 − $98 = −$62

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MRSK, SCHD

Today

0.0%most shared, MRSK and SCHD

MRSKSCHD

MRSK—0.0%

SCHD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

MRSKWorst drop−7.8%11.5% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDMRSK

+31.4%Year to date+3.3%

3.0%Yield0.4%

+37.0%Past year+4.8%

0.06%Fee0.98%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026