MATR vs SCHD

AMATR

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · SCHD $16,375

Lowest cost0.04%VYM · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.0%MATR and SCHD

MATR

SCHD

Harbor Multi-Asset Explorer ETF · $10MSchwab U.S. Dividend Equity ETF · $123B

+14.2%3 years · per year$14,883 · $17,414+20.3%

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

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

2.96%12-mo yield$296 · $298 on $10k2.98%

−7.7%Worst dropSmaller wins−6.9%

11.7%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMATR · SCHD

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

Held in common0.0%

End-of-day Nov 5, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AMATR	Harbor Multi-Asset Explorer ETFRead Desk	0.80%	2.96%	−3.5%	0.0%	+2.2%	+14.2%	new	−7.7%	$10M

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AMATR	Harbor Multi-Asset Explorer ETFRead Desk	0.80%	2.96%	−3.5%	0.0%	+2.2%	+14.2%	new	−7.7%	$10M

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

Cards for this view

MATR vs SCHD

MATR

Harbor Multi-Asset Explorer

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureMATRSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield2.96%2.98%

5 years, per year[…]+10.4%

3 years, per year+14.2%+20.3%

Worst drop · 1Y−7.7%−6.9%

Volatility · 1Y11.7%11.7%

3–0measures won
SCHD first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MATR, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

MATRSCHDVYM

MATR—0.0%0.0%

SCHD0.0%—21.9%

VYM0.0%21.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

MATR$296 − $80 = $216

KeptFee

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