Compare · 2 funds side by side · dividends reinvested

MUNX and SCHD

MUNXAMG ETFs×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

MUNX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.3

AMG GW&K Muni Income ETFBonds & Cash · Municipal0.29%3.60%+0.8%+1.0%[…][…]−7.1%4.4%$19M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: MUNX 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

AMG GW&K Muni Income ETF · $19M[…]

MUNX

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested

MUNXMeasureSCHD

+0.8%Year to dateJan 1 → Nov 5+32.3%

+1.0%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

3.60%Trailing 12-mo yield$360 · $298 a year on $10k2.98%

−7.1%Worst dropSmaller is better−6.9%

4.4%VolatilityLower is calmer11.7%

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

2–4SCHD wins

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

More Ways to See the Pairs

MUNX vs SCHD: Top 5 Holdings

Today

MUNX

[…]in top 5

SCHD

in top 521.7%

MUNXStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

MUNX vs SCHD Returns, Every Period

AMG ETFsMUNX

+1.0%

past year

SCHDSchwab

+38.7%

past year

MUNXSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Income: MUNX vs SCHD

YTD

AMG ETFsMUNX

+0.8%

SCHDSchwab

+32.3%

+0.8%Year to date+32.3%

−7.1%Worst drop · 1Y−6.9%

4.4%Volatility · 1Y11.7%

3.6%Yield3.0%

$18.5MAssets$120B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MUNX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MUNX0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MUNX, SCHD

3.60%highest, MUNX

FundTrailing yieldYield$10k

MUNX3.60%$360

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$331most kept, MUNX

MUNX$360 − $29 = $331

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MUNX, SCHD

Today

[…]holdings […]

MUNXSCHD

MUNX—[…]

SCHD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

MUNXWorst drop−7.1%4.4% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MUNXSCHD

+0.8%Year to date+32.3%

3.6%Yield3.0%

+1.0%Past year+38.7%

0.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026