MBB vs SCHD

AMBB

BSCHD

Measures won4–2MBB wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · MBB $10,143

Lowest cost0.04%MBB · $4 on $10k

Most income4.43%MBB · $443 on $10k

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

Held in common[…]MBB and SCHD

MBB

SCHD

iShares MBS ETF · $35.7BSchwab U.S. Dividend Equity ETF · $121B

+6.5%3 years · per year$12,077 · $17,908+21.4%

+0.3%5 years · per year$10,143 · $16,881+11.0%

0.04%Expense ratio$4 · $6 on $10k · lower wins0.06%

4.43%12-mo yield$443 · $291 on $10k2.91%

−5.4%Worst dropSmaller wins−6.9%

4.9%VolatilityLower wins11.5%

4–2MBB wins

$10,000 · 5 yearsOne scale

Shared top holdingsMBB · SCHD

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

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AMBB	iShares MBS ETFRead Desk		0.04%	4.43%	+0.5%	+0.2%	+1.0%	+6.5%	+0.3%	−5.4%	$35.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AMBB	iShares MBS ETFRead Desk		0.04%	4.43%	+0.5%	+0.2%	+1.0%	+6.5%	+0.3%	−5.4%	$35.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MBB vs SCHD

MBB

iShares MBS

$10,143

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureMBBSCHD

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield4.43%2.91%

5 years, per year+0.3%+11.0%

3 years, per year+6.5%+21.4%

Worst drop · 1Y−5.4%−6.9%

Volatility · 1Y4.9%11.5%

4–2measures won
MBB first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MBB, SCHD

Today

[…]holdings […]

MBBSCHD

MBB—[…]

SCHD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$439most kept, MBB

MBB$443 − $4 = $439

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee