Compare · 2 funds side by side · dividends reinvested

SCHD and MFSM

SCHDSchwab×MFSMMFS×

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

SCHD and MFSM, 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%$120B1.4

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFBonds & Cash · Municipal0.34%3.59%+0.9%+1.5%[…][…]−6.7%3.7%$129M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SCHD 2011 · MFSM 2024

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

MFSM

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $129M[…]

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

SCHDMeasureMFSM

+32.3%Year to dateJan 1 → Nov 5+0.9%

+38.7%1 yearTotal return+1.5%

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

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

0.06%Expense ratio$6 · $34 a year on $10k · lower is better0.34%

2.98%Trailing 12-mo yield$298 · $359 a year on $10k3.59%

−6.9%Worst dropSmaller is better−6.7%

11.7%VolatilityLower is calmer3.7%

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

3–3Level

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

More Ways to See the Pairs

SCHD vs MFSM: Top 5 Holdings

Today

SCHD

21.7%in top 5

MFSM

in top 51.1%

SCHDStockMFSM

4.7%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

not top 5MUB0.6%

not top 5VTEB0.5%

Held in common0.0%

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

SCHD vs MFSM Returns, Every Period

SchwabSCHD

+38.7%

past year

MFSMMFS

+1.5%

past year

SCHDMFSMFaded: behind in that period

2–0SCHD wins

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

Income vs Bonds: SCHD vs MFSM

YTD

SchwabSCHD

+32.3%

MFSMMFS

+0.9%

+32.3%Year to date+0.9%

−6.9%Worst drop · 1Y−6.7%

11.7%Volatility · 1Y3.7%

3.0%Yield3.6%

$120BAssets$129M

3–1MFSM wins

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

Cost, Income and Risk

Fees: SCHD, MFSM

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MFSM0.34%$34

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

Yields: SCHD, MFSM

3.59%highest, MFSM

FundTrailing yieldYield$10k

MFSM3.59%$359

SCHD2.98%$298

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

Income After Fees on $10,000

$325most kept, MFSM

MFSM$359 − $34 = $325

SCHD$298 − $6 = $292

KeptFee

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

Overlap: SCHD, MFSM

Today

0.0%most shared, SCHD and MFSM

SCHDMFSM

SCHD—0.0%

MFSM0.0%—

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

MFSMWorst drop−6.7%3.7% 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

MFSMSCHD

+0.9%Year to date+32.3%

3.6%Yield3.0%

+1.5%Past year+38.7%

0.34%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