Compare · 2 funds side by side · dividends reinvested

MVRL and SCHD

MVRLETRACS×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

MVRL 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%$123B1.1

ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETNBonds & Cash · Mortgage0.95%29.86%−27.3%−23.3%+2.8%−13.6%−39.1%29.9%$9M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: MVRL 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN · $9M$4,806

MVRL

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested

MVRLMeasureSCHD

−27.3%Year to dateJan 1 → Nov 5+32.3%

−23.3%1 yearTotal return+38.7%

+2.8%3 years · per year$10,000 became $10,865 · $17,414+20.3%

−13.6%5 years · per year$10,000 became $4,806 · $16,375+10.4%

0.95%Expense ratio$95 · $6 a year on $10k · lower is better0.06%

29.86%Trailing 12-mo yield$2,987 · $298 a year on $10k2.98%

−39.1%Worst dropSmaller is better−6.9%

29.9%VolatilityLower is calmer11.7%

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

1–7SCHD wins

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

More Ways to See the Pairs

MVRL vs SCHD: Top 5 Holdings

Today

MVRL

[…]in top 5

SCHD

in top 521.7%

MVRLStockSCHD

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

MVRL vs SCHD Returns, Every Period

ETRACSMVRL

−13.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

MVRLSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: MVRL vs SCHD

YTD

ETRACSMVRL

−27.3%

SCHDSchwab

+32.3%

−27.3%Year to date+32.3%

−39.1%Worst drop · 1Y−6.9%

29.9%Volatility · 1Y11.7%

29.9%Yield3.0%

$8.8MAssets$123B

3–1SCHD wins

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

Cost, Income and Risk

Fees: MVRL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MVRL0.95%$95

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

Yields: MVRL, SCHD

29.86%highest, MVRL

FundTrailing yieldYield$10k

MVRL29.86%$2,987

SCHD2.98%$298

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

Income After Fees on $10,000

$2,892most kept, MVRL

MVRL$2,987 − $95 = $2,892

SCHD$298 − $6 = $292

KeptFee

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

Overlap: MVRL, SCHD

Today

[…]holdings […]

MVRLSCHD

MVRL—[…]

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

SCHDWorst drop−6.9%11.7% vol

MVRLWorst drop−39.1%29.9% vol

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

Paid More vs Made More

YTD

MVRLSCHD

−27.3%Year to date+32.3%

29.9%Yield3.0%

−23.3%Past year+38.7%

0.95%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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026