Compare · 2 funds side by side · dividends reinvested

MUST and SCHD

MUSTColumbia Threadneedle×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

MUST and SCHD, 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%$123B1.3

Columbia Multi-Sector Municipal Income ETFBonds & Cash · Municipal0.23%3.49%−0.4%+0.1%+4.6%+0.5%−8.4%5.8%$534M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: MUST 2018 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Multi-Sector Municipal Income ETF · $534M$10,252

MUST

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested

MUSTMeasureSCHD

−0.4%Year to dateJan 1 → Nov 4+35.3%

+0.1%1 yearTotal return+41.6%

+4.6%3 years · per year$10,000 became $11,460 · $17,908+21.4%

+0.5%5 years · per year$10,000 became $10,252 · $16,881+11.0%

0.23%Expense ratio$23 · $6 a year on $10k · lower is better0.06%

3.49%Trailing 12-mo yield$349 · $291 a year on $10k2.91%

−8.4%Worst dropSmaller is better−6.9%

5.8%VolatilityLower is calmer11.5%

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

2–6SCHD wins

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

More Ways to See the Pairs

MUST vs SCHD: Top 5 Holdings

Today

MUST

[…]in top 5

SCHD

in top 521.6%

MUSTStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common[…]

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

MUST vs SCHD Returns, Every Period

Columbia ThreadneedleMUST

+0.5%

5 years, per year

SCHDSchwab

+11.0%

5 years, per year

MUSTSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: MUST vs SCHD

YTD

Columbia ThreadneedleMUST

−0.4%

SCHDSchwab

+35.3%

−0.4%Year to date+35.3%

−8.4%Worst drop · 1Y−6.9%

5.8%Volatility · 1Y11.5%

3.5%Yield2.9%

$534MAssets$123B

2–2level

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

Cost, Income and Risk

Fees: MUST, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MUST0.23%$23

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

Yields: MUST, SCHD

3.49%highest, MUST

FundTrailing yieldYield$10k

MUST3.49%$349

SCHD2.91%$291

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

Income After Fees on $10,000

$326most kept, MUST

MUST$349 − $23 = $326

SCHD$291 − $6 = $285

KeptFee

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

Overlap: MUST, SCHD

Today

[…]holdings […]

MUSTSCHD

MUST—[…]

SCHD[…]—

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

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

MUSTWorst drop−8.4%5.8% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

MUSTSCHD

−0.4%Year to date+35.3%

3.5%Yield2.9%

+0.1%Past year+41.6%

0.23%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026