MDLV vs SCHD

AMDLV

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.93%SCHD · $293 on $10k

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

Held in common22.1%MDLV and SCHD

MDLV

SCHD

Morgan Dempsey Large Cap Value ETF · $49MSchwab U.S. Dividend Equity ETF · $123B

+15.3%3 years · per year$15,345 · $17,234+19.9%

[…]5 years · per year[…] · $16,418+10.4%

0.58%Expense ratio$58 · $6 on $10k · lower wins0.06%

2.53%12-mo yield$253 · $293 on $10k2.93%

−6.1%

End-of-day Nov 12, 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%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	AMDLV	Morgan Dempsey Large Cap Value ETFRead Desk		0.58%	2.53%	+0.7%	+15.8%	+19.2%	+15.3%	new	−6.1%	$49M

End-of-day Nov 12, 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%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	AMDLV	Morgan Dempsey Large Cap Value ETFRead Desk		0.58%	2.53%	+0.7%	+15.8%	+19.2%	+15.3%	new	−6.1%	$49M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MDLV vs SCHD

MDLV

Morgan Dempsey Large Cap Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureMDLVSCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield2.53%2.93%

5 years, per year[…]+10.4%

3 years, per year+15.3%+19.9%

Worst drop · 1Y−6.1%−6.9%

Volatility · 1Y9.6%

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MDLV vs SCHD

Both

Both

$10,000 in MDLV, SCHD

Overlap: MDLV, SCHD

MDLV vs SCHD

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: MDLV, SCHD

Income After Fees on $10,000