MDIV vs SCHD

AMDIV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · MDIV $13,474

Lowest cost0.06%SCHD · $6 on $10k

Most income7.46%MDIV · $746 on $10k

Smallest drop−6.1%MDIV · worst fall in 1Y

Held in common4.9%MDIV and SCHD

MDIV

SCHD

Multi-Asset Diversified Income Index Fund · $417MSchwab U.S. Dividend Equity ETF · $123B

+11.9%3 years · per year$14,009 · $17,908+21.4%

+6.1%5 years · per year$13,474 · $16,881+11.0%

0.83%Expense ratio$83 · $6 on $10k · lower wins0.06%

7.46%12-mo yield$746 · $291 on $10k2.91%

−6.1%Worst dropSmaller wins−6.9%

6.8%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMDIV · SCHD

0.7%MO3.0%

0.5%VZ3.5%

0.4%KMB0.8%

0.4%OKE1.4%

Held in common4.9%

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	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
2	AMDIV	Multi-Asset Diversified Income Index FundRead Desk		0.83%	7.46%	+0.7%	+9.6%	+12.1%	+11.9%	+6.1%	−6.1%	$417M

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	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
2	AMDIV	Multi-Asset Diversified Income Index FundRead Desk		0.83%	7.46%	+0.7%	+9.6%	+12.1%	+11.9%	+6.1%	−6.1%	$417M

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

MDIV vs SCHD

MDIV

Multi-Asset Diversified Income Index Fund

$13,474

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureMDIVSCHD

Fee0.83%0.06%

Cost on $10k a year$83$6

Yield7.46%2.91%

5 years, per year+6.1%+11.0%

3 years, per year+11.9%+21.4%

Worst drop · 1Y−6.1%−6.9%

Volatility · 1Y6.8%11.5%

3–3measures won
level

4.9%

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: MDIV, SCHD

Today

4.9%most shared, MDIV and SCHD

MDIVSCHD

MDIV—4.9%

SCHD4.9%—

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

Income After Fees on $10,000

$663most kept, MDIV

MDIV$746 − $83 = $663

SCHD$291 − $6 = $285

KeptFee

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