Compare · 3 funds side by side · dividends reinvested

MSTI, SCHD and VOO

MSTIMadison Funds×SCHDSchwab×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

MSTI, SCHD and VOO, 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%$121B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.0

Madison Short Term Strategic Income ETFIncome · Dividend stocks0.36%5.38%+1.3%+2.0%+5.9%[…]−1.7%2.2%$46M2.1

Rank among the three1st → 3rdFee, 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: MSTI 2023 · SCHD 2011 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Madison Short Term Strategic Income ETF · $46M[…]

MSTI

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,881

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

MSTIMeasureSCHD

+1.3%Year to dateJan 1 → Nov 4+35.3%

+2.0%1 yearTotal return+41.6%

+5.9%3 years · per year$10,000 became $11,862 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.36%Expense ratio$36 · $6 a year on $10k · lower is better0.06%

5.38%Trailing 12-mo yield$538 · $291 a year on $10k2.91%

−1.7%Worst dropSmaller is better−6.9%

2.2%VolatilityLower is calmer11.5%

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

3–4SCHD wins

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

More Ways to See the Pairs

MSTI vs SCHD: Top 5 Holdings

Today

MSTI

14.6%in top 5

SCHD

in top 521.6%

MSTIStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

3.8%8AMMF0JAnot top 5

3.3%91282CRMnot top 5

2.7%91282CJAnot top 5

2.4%31418ELXnot top 5

2.3%3132DWJGnot top 5

Held in common0.0%

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

MSTI vs SCHD Returns, Every Period

Madison FundsMSTI

+2.0%

past year

SCHDSchwab

+41.6%

past year

MSTISCHDFaded: behind in that period

0–3SCHD wins

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

MSTI vs SCHD

YTD

Madison FundsMSTI

+1.3%

SCHDSchwab

+35.3%

+1.3%Year to date+35.3%

−1.7%Worst drop · 1Y−6.9%

2.2%Volatility · 1Y11.5%

5.4%Yield2.9%

$46.4MAssets$121B

3–1MSTI wins

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

Cost, Income and Risk

Fees: MSTI, SCHD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

MSTI0.36%$36

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

Yields: MSTI, SCHD, VOO

5.38%highest, MSTI

FundTrailing yieldYield$10k

MSTI5.38%$538

SCHD2.91%$291

VOO1.05%$105

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

Income After Fees on $10,000

$502most kept, MSTI

MSTI$538 − $36 = $502

SCHD$291 − $6 = $285

VOO$105 − $3 = $102

KeptFee

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

Overlap: MSTI, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

MSTISCHDVOO

MSTI—0.0%0.0%

SCHD0.0%—7.6%

VOO0.0%7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

MSTIWorst drop−1.7%2.2% vol

SCHDWorst drop−6.9%11.5% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

MSTISCHD

+1.3%Year to date+35.3%

5.4%Yield2.9%

+2.0%Past year+41.6%

0.36%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026