Compare · 2 funds side by side · dividends reinvested

SCHD and MATR

SCHDSchwab×MATRHarbor×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,267SCHD · best of the two

02 / 04

SCHD and MATR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.1

Harbor Multi-Asset Explorer ETFUnsorted0.80%2.95%+0.2%+2.0%+14.0%[…]−7.7%11.7%$10M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · MATR 2023

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

MATR

Harbor Multi-Asset Explorer ETF · $10M[…]

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

SCHDMeasureMATR

+31.4%Year to dateJan 1 → Nov 6+0.2%

+37.0%1 yearTotal return+2.0%

+20.0%3 years · per year$10,000 became $17,266 · $14,797+14.0%

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $80 a year on $10k · lower is better0.80%

3.00%Trailing 12-mo yield$300 · $295 a year on $10k2.95%

−6.9%Worst dropSmaller is better−7.7%

11.7%VolatilityLower is calmer11.7%

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

6–0SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs MATR: Top 5 Holdings

Today

SCHD

21.4%in top 5

MATR

in top 550.0%

SCHDStockMATR

not top 5IVV15.3%

not top 5VGK10.0%

not top 5IEMG9.4%

not top 5FLJP7.9%

not top 5QQQM7.4%

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SCHD vs MATR Returns, Every Period

SchwabSCHD

+37.0%

past year

MATRHarbor

+2.0%

past year

SCHDMATRFaded: behind in that period

3–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: SCHD vs MATR

YTD

SchwabSCHD

+31.4%

MATRHarbor

+0.2%

+31.4%Year to date+0.2%

−6.9%Worst drop · 1Y−7.7%

11.7%Volatility · 1Y11.7%

3.0%Yield3.0%

$120BAssets$10.2M

2–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, MATR

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MATR0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHD, MATR

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

MATR2.95%$295

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

MATR$295 − $80 = $215

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHD, MATR

Today

0.0%most shared, SCHD and MATR

SCHDMATR

SCHD—0.0%

MATR0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.0%SCHD, at 11.7% volatility

MATRWorst drop−7.7%11.7% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDMATR

+31.4%Year to date+0.2%

3.0%Yield3.0%

+37.0%Past year+2.0%

0.06%Fee0.80%

3–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026