MBSD vs SCHD

AMBSD

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · MBSD $10,306

Lowest cost0.06%SCHD · $6 on $10k

Most income4.13%MBSD · $413 on $10k

Smallest drop−4.0%MBSD · worst fall in 1Y

Held in common[…]MBSD and SCHD

MBSD

SCHD

Northern Trust Disciplined Duration MBS ETF · $89MSchwab U.S. Dividend Equity ETF · $123B

+5.2%3 years · per year$11,653 · $17,414+20.3%

+0.6%5 years · per year$10,306 · $16,375+10.4%

0.21%Expense ratio$21 · $6 on $10k · lower wins0.06%

4.13%12-mo yield$413 · $298 on $10k2.98%

−4.0%Worst dropSmaller wins−6.9%

3.8%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMBSD · SCHD

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

Held in common[…]

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	AMBSD	Northern Trust Disciplined Duration MBS ETFRead Desk		0.21%	4.13%	+0.2%	+0.2%	+0.9%	+5.2%	+0.6%	−4.0%	$89M

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	AMBSD	Northern Trust Disciplined Duration MBS ETFRead Desk		0.21%	4.13%	+0.2%	+0.2%	+0.9%	+5.2%	+0.6%	−4.0%	$89M

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

MBSD vs SCHD

MBSD

Northern Trust Disciplined Duration MBS

$10,306

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureMBSDSCHD

Fee0.21%0.06%

Cost on $10k a year$21$6

Yield4.13%2.98%

5 years, per year+0.6%+10.4%

3 years, per year+5.2%+20.3%

Worst drop · 1Y−4.0%−6.9%

Volatility · 1Y3.8%11.7%

3–3measures won
level

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: MBSD, SCHD

Today

[…]holdings […]

MBSDSCHD

MBSD—[…]

SCHD[…]—

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

Income After Fees on $10,000

$392most kept, MBSD

MBSD$413 − $21 = $392

SCHD$298 − $6 = $292

KeptFee

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