MPIM vs SCHD5YMPIMMPIMAvsBSCHDSCHDm+ Income Momentum Autocall ETF · $33MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in[…]3 years · per year[…] · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%3.46%12-mo yield$346 · $292 on $10k2.92%
$10,000 in AMDY, MPIM, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: AMDY, MPIM, SCHDToday[…]holdings […]AMDYMPIMSCHDAMDY—[…][…]MPIM[…]—[…]SCHD[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
MPIM vs SCHD5YAMPIMm+ Income Momentum Autocall[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureMPIMSCHDFee0.70%0.06%Cost on $10k a year$70$6Yield3.46%2.92%5 years, per year[…]+10.4%3 years, per year[…]+20.2%Worst drop · 1Y[…]−6.9%Volatility · 1Y[…]11.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2AMDYYieldMax AMD Option Income Strategy ETFReadDesk1.00%74.47%−8.6%+107.3%+78.8%+47.7%new−35.3%$498M3AMPIMm+ Income Momentum Autocall ETFReadDesk0.70%3.46%−0.8%newnewnewnew[…]$33MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2AMDYYieldMax AMD Option Income Strategy ETFReadDesk1.00%74.47%−8.6%+107.3%+78.8%+47.7%new−35.3%$498M3AMPIMm+ Income Momentum Autocall ETFReadDesk0.70%3.46%−0.8%newnewnewnew[…]$33MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: AMDY, MPIM, SCHDToday[…]holdings […]AMDYMPIMSCHDAMDY—[…][…]MPIM[…]—[…]SCHD[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$7,347most kept, AMDYAMDY$7,447 − $100 = $7,347SCHD$292 − $6 = $286MPIM$346 − $70 = $276KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee