MBOX vs SCHD

AMBOX

BSCHD

Measures won3–2MBOX wins · of 6 · 5Y

$10,000 · 5Y$17,910MBOX · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common20.7%MBOX and SCHD

MBOX

SCHD

Freedom Day Dividend ETF · $155MSchwab U.S. Dividend Equity ETF · $120B

+20.5%3 years · per year$17,484 · $17,266+20.0%

+12.4%5 years · per year$17,910 · $16,267+10.2%

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

1.86%12-mo yield$186 · $300 on $10k3.00%

−6.9%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.7%

3–2MBOX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMBOX · SCHD

3.2%ACN3.9%

2.8%AMGN4.1%

2.5%MO3.1%

2.5%ADP2.9%

Held in common20.7%

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	AMBOX	Freedom Day Dividend ETFRead Desk	0.39%	1.86%	−0.6%	+21.8%	+24.2%	+20.5%	+12.4%	−6.9%	$155M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	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

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	AMBOX	Freedom Day Dividend ETFRead Desk	0.39%	1.86%	−0.6%	+21.8%	+24.2%	+20.5%	+12.4%	−6.9%	$155M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	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

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

MBOX vs SCHD

MBOX

Freedom Day Dividend

$17,910

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureMBOXSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield1.86%3.00%

5 years, per year+12.4%+10.2%

3 years, per year+20.5%+20.0%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y10.8%11.7%

3–2measures won
MBOX first

20.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: MBOX, SCHD, VOO

Today

20.7%most shared, MBOX and SCHD

MBOXSCHDVOO

MBOX—20.7%9.5%

SCHD20.7%—7.6%

VOO9.5%7.6%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

MBOX$186 − $39 = $147

VOO$110 − $3 = $107

KeptFee

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