DMBS vs SCHD

ADMBS

BSCHD

Measures won3–2DMBS wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income5.71%DMBS · $571 on $10k

Smallest drop−5.4%DMBS · worst fall in 1Y

Held in common[…]DMBS and SCHD

DMBS

SCHD

Doubleline Etf Trust - Mortgage ETF · $688MSchwab U.S. Dividend Equity ETF · $120B

+6.0%3 years · per year$11,901 · $17,266+20.0%

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

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

5.71%12-mo yield$571 · $300 on $10k3.00%

−5.4%Worst dropSmaller wins−6.9%

4.6%VolatilityLower wins11.7%

3–2DMBS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDMBS · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ADMBS	Doubleline Etf Trust - Mortgage ETFRead Desk	0.39%	5.71%	+0.1%	−0.2%	+0.9%	+6.0%	new	−5.4%	$688M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	ADMBS	Doubleline Etf Trust - Mortgage ETFRead Desk	0.39%	5.71%	+0.1%	−0.2%	+0.9%	+6.0%	new	−5.4%	$688M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DMBS vs SCHD

DMBS

Doubleline Etf Trust - Mortgage

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureDMBSSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield5.71%3.00%

5 years, per year[…]+10.2%

3 years, per year+6.0%+20.0%

Worst drop · 1Y−5.4%−6.9%

Volatility · 1Y4.6%11.7%

3–2measures won
DMBS first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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

Overlap: DMBS, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

DMBSSCHDVIG

DMBS—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

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

Income After Fees on $10,000

$532most kept, DMBS

DMBS$571 − $39 = $532

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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