MBCE vs SCHD

AMBCE

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · MBCE $11,041

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common8.9%MBCE and SCHD

MBCE

SCHD

Monarch Blue Chips Elite Index ETF · $199MSchwab U.S. Dividend Equity ETF · $123B

+8.2%3 years · per year$12,672 · $17,414+20.3%

+2.0%5 years · per year$11,041 · $16,375+10.4%

1.01%Expense ratio$101 · $6 on $10k · lower wins0.06%

0.33%12-mo yield$33 · $298 on $10k2.98%

−22.2%Worst dropSmaller wins−6.9%

26.1%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsMBCE · SCHD

5.3%TXN4.7%

5.0%AMGN4.2%

Held in common8.9%

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

Both

5Y2 funds

#			Trend
1	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
2	AMBCE	Monarch Blue Chips Elite Index ETFRead Desk		1.01%	0.33%	−9.4%	−12.2%	−11.5%	+8.2%	+2.0%	−22.2%	$199M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AMBCE	Monarch Blue Chips Elite Index ETFRead Desk		1.01%	0.33%	−9.4%	−12.2%	−11.5%	+8.2%	+2.0%	−22.2%	$199M

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

MBCE vs SCHD

MBCE

Monarch Blue Chips Elite Index

$11,041

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureMBCESCHD

Fee1.01%0.06%

Cost on $10k a year$101$6

Yield0.33%2.98%

5 years, per year+2.0%+10.4%

3 years, per year+8.2%+20.3%

Worst drop · 1Y−22.2%−6.9%

Volatility · 1Y26.1%11.7%

6–0measures won
SCHD first

8.9%

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: MBCE, SCHD

Today

8.9%most shared, MBCE and SCHD

MBCESCHD

MBCE—8.9%

SCHD8.9%—

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

MBCE$33 − $101 = −$68

KeptFee

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