Compare · 2 funds side by side · dividends reinvested

SCHB and MPIA

SCHBSchwab×MPIAm+ Funds×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 03

SCHB and MPIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.1

m Nasdaq-100 Accelerator Autocall ETFUS Stock Styles · Large cap0.70%4.60%[…][…][…][…][…][…]$16M1.5

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: SCHB 2009 · MPIA 2026

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Broad Market ETF · $44.0B$17,270

SCHB

MPIA

m Nasdaq-100 Accelerator Autocall ETF · $16M[…]

$10,000 five years ago, dividends reinvested

SCHBMeasureMPIA

+13.3%Year to dateJan 1 → Nov 4[…]

+13.3%1 yearTotal return[…]

+24.0%3 years · per year$10,000 became $19,056 · […][…]

+11.5%5 years · per year$10,000 became $17,270 · […][…]

0.03%Expense ratio$3 · $70 a year on $10k · lower is better0.70%

1.04%Trailing 12-mo yield$104 · $460 a year on $10k4.60%

−8.9%Worst dropSmaller is better[…]

13.1%VolatilityLower is calmer[…]

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

1–1Level

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

More Ways to See the Pairs

SCHB vs MPIA: Top 5 Holdings

Today

SCHB

24.4%in top 5

MPIA

in top 5[…]

SCHBStockMPIA

6.8%NVDAnot top 5

6.6%AAPLnot top 5

5.3%MSFTnot top 5

3.4%AMZNnot top 5

2.2%GOOGLnot top 5

Held in common[…]

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

SCHB vs MPIA Returns, Every Period

SchwabSCHB

+13.3%

past year

MPIAm+ Funds

[…]

past year

Returns […]

SCHBMPIAFaded: behind in that period

0–0Level

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

SCHB vs MPIA

YTD

SchwabSCHB

+13.3%

MPIAm+ Funds

[…]

+13.3%Year to date[…]

−8.9%Worst drop · 1Y[…]

13.1%Volatility · 1Y[…]

1.0%Yield4.6%

$44.0BAssets$16.1M

1–0MPIA wins

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

Cost, Income and Risk

Fees: SCHB, MPIA

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

MPIA0.70%$70

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

Yields: SCHB, MPIA

4.60%highest, MPIA

FundTrailing yieldYield$10k

MPIA4.60%$460

SCHB1.04%$104

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

Income After Fees on $10,000

$390most kept, MPIA

MPIA$460 − $70 = $390

SCHB$104 − $3 = $101

KeptFee

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

Overlap: SCHB, MPIA

Today

[…]holdings […]

SCHBMPIA

SCHB—[…]

MPIA[…]—

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

Return vs Bumpiness: 2 ETFs

+13.3%SCHB, at 13.1% volatility

SCHBWorst drop−8.9%13.1% vol

MPIAWorst drop[…][…]

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

Paid More vs Made More

YTD

MPIASCHB

[…]Year to date+13.3%

4.6%Yield1.0%

[…]Past year+13.3%

0.70%Fee0.03%

1–1level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

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

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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026