MBOX vs SCHD

AMBOX

BSCHD

Measures won3–2MBOX wins · of 6 · 5Y

$10,000 · 5Y$18,729MBOX · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common20.3%MBOX and SCHD

MBOX

SCHD

Freedom Day Dividend ETF · $159MSchwab U.S. Dividend Equity ETF · $123B

+22.3%3 years · per year$18,295 · $17,908+21.4%

+13.4%5 years · per year$18,729 · $16,881+11.0%

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

1.80%12-mo yield$180 · $291 on $10k2.91%

−6.9%Worst dropSmaller wins−6.9%

10.4%VolatilityLower wins11.5%

3–2MBOX wins

$10,000 · 5 yearsOne scale

Shared top holdingsMBOX · SCHD

3.0%ACN3.7%

2.7%AMGN4.1%

2.5%MO3.0%

2.4%ADP2.8%

Held in common20.3%

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	AMBOX	Freedom Day Dividend ETFRead Desk		0.39%	1.80%	+1.5%	+25.8%	+28.3%	+22.3%	+13.4%	−6.9%	$159M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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	AMBOX	Freedom Day Dividend ETFRead Desk		0.39%	1.80%	+1.5%	+25.8%	+28.3%	+22.3%	+13.4%	−6.9%	$159M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

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

MBOX vs SCHD

MBOX

Freedom Day Dividend

$18,730

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureMBOXSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield1.80%2.91%

5 years, per year+13.4%+11.0%

3 years, per year+22.3%+21.4%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y10.4%11.5%

3–2measures won
MBOX first

20.3%

holdings shared

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MBOX, SCHD

Today

20.3%most shared, MBOX and SCHD

MBOXSCHD

MBOX—20.3%

SCHD20.3%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

MBOX$180 − $39 = $141

KeptFee

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