Compare · 2 funds side by side · dividends reinvested

MST and SCHD

MSTDefiance×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

MST 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

Leveraged Long + Income MSTR ETFThematic Income · A single stock2.02%233.16%−62.6%−86.6%[…][…]−92.2%144.9%$20M1.8

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: MST 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Leveraged Long + Income MSTR ETF · $20M[…]

MST

SCHD

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

$10,000 five years ago, dividends reinvested

MSTMeasureSCHD

−62.6%Year to dateJan 1 → Nov 6+31.4%

−86.6%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

2.02%Expense ratio$202 · $6 a year on $10k · lower is better0.06%

233.16%Trailing 12-mo yield$23,316 · $300 a year on $10k3.00%

−92.2%Worst dropSmaller is better−6.9%

144.9%VolatilityLower is calmer11.7%

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

1–5SCHD wins

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

More Ways to See the Pairs

MST vs SCHD: Top 5 Holdings

Today

MST

[…]in top 5

SCHD

in top 521.4%

MSTStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common[…]

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

MST vs SCHD Returns, Every Period

DefianceMST

−86.6%

past year

SCHDSchwab

+37.0%

past year

MSTSCHDFaded: behind in that period

0–2SCHD wins

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

MST vs SCHD

YTD

DefianceMST

−62.6%

SCHDSchwab

+31.4%

−62.6%Year to date+31.4%

−92.2%Worst drop · 1Y−6.9%

144.9%Volatility · 1Y11.7%

233.2%Yield3.0%

$19.7MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: MST, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MST2.02%$202

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

Yields: MST, SCHD

233.16%highest, MST

FundTrailing yieldYield$10k

MST233.16%$23,316

SCHD3.00%$300

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

Income After Fees on $10,000

$23,114most kept, MST

MST$23,316 − $202 = $23,114

SCHD$300 − $6 = $294

KeptFee

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

Overlap: MST, SCHD

Today

[…]holdings […]

MSTSCHD

MST—[…]

SCHD[…]—

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

SCHDWorst drop−6.9%11.7% vol

MSTWorst drop−92.2%144.9% vol

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

Paid More vs Made More

YTD

MSTSCHD

−62.6%Year to date+31.4%

233.2%Yield3.0%

−86.6%Past year+37.0%

2.02%Fee0.06%

3–1SCHD 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026