Compare · 3 funds side by side · dividends reinvested

SPY, MPIM and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,493SPY · best of the three

02 / 04

SPY, MPIM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.9

m+ Income Momentum Autocall ETFIncome · Dividend stocks0.70%3.39%[…][…][…][…][…][…]$36M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SPY 1993 · MPIM 2026 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,493

SPY

MPIM

m+ Income Momentum Autocall ETF · $36M[…]

$10,000 five years ago, dividends reinvested

SPYMeasureMPIM

+11.2%Year to dateJan 1 → Nov 9[…]

+13.5%1 yearTotal return[…]

+21.9%3 years · per year$10,000 became $18,118 · […][…]

+11.8%5 years · per year$10,000 became $17,493 · […][…]

0.09%Expense ratio$9 · $70 a year on $10k · lower is better0.70%

1.01%Trailing 12-mo yield$101 · $339 a year on $10k3.39%

−8.9%Worst dropSmaller is better[…]

13.7%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs MPIM: Top 5 Holdings

Today

SPY

27.8%in top 5

MPIM

in top 5[…]

SPYStockMPIM

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

SPY vs MPIM Returns, Every Period

SPDRSPY

+13.5%

past year

MPIMm+ Funds

[…]

past year

Returns […]

SPYMPIMFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Income: SPY vs MPIM

YTD

SPDRSPY

+11.2%

MPIMm+ Funds

[…]

+11.2%Year to date[…]

−8.9%Worst drop · 1Y[…]

13.7%Volatility · 1Y[…]

1.0%Yield3.4%

$778BAssets$35.9M

1–0MPIM wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPY, MPIM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SPY0.09%$9

MPIM0.70%$70

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SPY, MPIM, SCHD

3.39%highest, MPIM

FundTrailing yieldYield$10k

MPIM3.39%$339

SCHD2.96%$296

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

MPIM$339 − $70 = $269

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SPY, MPIM, SCHD

Today

8.6%most shared, SPY and SCHD

SPYMPIMSCHD

SPY—[…]8.6%

MPIM[…]—[…]

SCHD8.6%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

SPYWorst drop−8.9%13.7% vol

MPIMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MPIMSCHD

[…]Year to date+33.2%

3.4%Yield3.0%

[…]Past year+39.1%

0.70%Fee0.06%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026