MDIV vs VYM

AMDIV

BVYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,254VYM · MDIV $13,333

Lowest cost0.04%VYM · $4 on $10k

Most income7.52%MDIV · $752 on $10k

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

Held in common6.3%MDIV and VYM

MDIV

VYM

Multi-Asset Diversified Income Index Fund · $414MVanguard High Dividend Yield ETF · $78.9B

+10.4%3 years · per year$13,467 · $17,150+19.7%

+5.9%5 years · per year$13,333 · $17,254+11.5%

0.83%Expense ratio$83 · $4 on $10k · lower wins0.04%

7.52%12-mo yield$752 · $226 on $10k2.26%

−6.1%Worst dropSmaller wins−6.7%

6.9%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMDIV · VYM

0.7%PFE0.7%

0.5%VZ0.8%

0.7%MO0.5%

0.4%PEP0.7%

Held in common6.3%

End-of-day Nov 9, 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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AMDIV	Multi-Asset Diversified Income Index FundRead Desk		0.83%	7.52%	+0.5%	+8.8%	+10.5%	+10.4%	+5.9%	−6.1%	$414M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	AMDIV	Multi-Asset Diversified Income Index FundRead Desk		0.83%	7.52%	+0.5%	+8.8%	+10.5%	+10.4%	+5.9%	−6.1%	$414M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MDIV vs VYM

MDIV

Multi-Asset Diversified Income Index Fund

$13,333

VYM

Vanguard High Dividend Yield

$17,254

MeasureMDIVVYM

Fee0.83%0.04%

Cost on $10k a year$83$4

Yield7.52%2.26%

5 years, per year+5.9%+11.5%

3 years, per year+10.4%+19.7%

Worst drop · 1Y−6.1%−6.7%

Volatility · 1Y6.9%10.8%

3–3measures won
level

6.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: MDIV, VYM

Today

6.3%most shared, MDIV and VYM

MDIVVYM

MDIV—6.3%

VYM6.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$669most kept, MDIV

MDIV$752 − $83 = $669

VYM$226 − $4 = $222

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee