MDPL vs SCHD

AMDPL

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SCHD $16,375

Lowest cost0.03%VOO · $3 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common5.9%MDPL and SCHD

MDPL

SCHD

Monarch Dividend Plus ETF · $62MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

1.19%Expense ratio$119 · $6 on $10k · lower wins0.06%

1.33%12-mo yield$133 · $298 on $10k2.98%

−12.4%Worst dropSmaller wins−6.9%

17.4%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMDPL · SCHD

3.7%ACN3.8%

3.6%CMCSA2.1%

3.8%BAH0.2%

Held in common5.9%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.33%	−1.1%	+15.4%	+21.9%	new	new	−12.4%	$62M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AMDPL	Monarch Dividend Plus ETFRead Desk	1.19%	1.33%	−1.1%	+15.4%	+21.9%	new	new	−12.4%	$62M

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

MDPL vs SCHD

MDPL

Monarch Dividend Plus

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureMDPLSCHD

Fee1.19%0.06%

Cost on $10k a year$119$6

Yield1.33%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−12.4%−6.9%

Volatility · 1Y17.4%11.7%

4–0measures won
SCHD first

5.9%

holdings shared

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%

$120BAssets$109B

2–0SCHD 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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: MDPL, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

MDPLSCHDVOO

MDPL—5.9%1.5%

SCHD5.9%—7.6%

VOO1.5%7.6%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VOO$110 − $3 = $107

MDPL$133 − $119 = $14

KeptFee

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