MBSD vs SCHD

AMBSD

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.04%VIG · $4 on $10k

Most income4.15%MBSD · $415 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 · $121B

+5.1%3 years · per year$11,603 · $17,784+21.2%

+0.6%5 years · per year$10,286 · $16,352+10.3%

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

4.15%12-mo yield$415 · $297 on $10k2.97%

−4.0%Worst dropSmaller wins−6.9%

3.7%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMBSD · SCHD

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

Held in common[…]

End-of-day Nov 3, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AMBSD	Northern Trust Disciplined Duration MBS ETFRead Desk	0.21%	4.15%	−0.2%	−0.3%	+0.4%	+5.1%	+0.6%	−4.0%	$89M

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AMBSD	Northern Trust Disciplined Duration MBS ETFRead Desk	0.21%	4.15%	−0.2%	−0.3%	+0.4%	+5.1%	+0.6%	−4.0%	$89M

End-of-day Nov 3, 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

$10,286

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureMBSDSCHD

Fee0.21%0.06%

Cost on $10k a year$21$6

Yield4.15%2.97%

5 years, per year+0.6%+10.3%

3 years, per year+5.1%+21.2%

Worst drop · 1Y−4.0%−6.9%

Volatility · 1Y3.7%11.4%

3–3measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: MBSD, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

MBSDSCHDVIG

MBSD—[…][…]

SCHD[…]—14.5%

VIG[…]14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$394most kept, MBSD

MBSD$415 − $21 = $394

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee