MDYV vs SCHD

AMDYV

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · MDYV $15,299

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common3.4%MDYV and SCHD

MDYV

SCHD

State Street SPDR S&P 400 Mid Cap Value ETF · $2.8BSchwab U.S. Dividend Equity ETF · $123B

+18.5%3 years · per year$16,660 · $17,908+21.4%

+8.9%5 years · per year$15,299 · $16,881+11.0%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

1.66%12-mo yield$166 · $291 on $10k2.91%

−10.5%Worst dropSmaller wins−6.9%

13.9%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsMDYV · SCHD

0.5%EWBC0.4%

1.0%DINO0.4%

0.6%WSO0.3%

0.6%FNF0.3%

Held in common3.4%

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	AMDYV	State Street SPDR S&P 400 Mid Cap Value ETFRead Desk		0.15%	1.66%	+1.3%	+14.2%	+17.9%	+18.5%	+8.9%	−10.5%	$2.8B

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	AMDYV	State Street SPDR S&P 400 Mid Cap Value ETFRead Desk		0.15%	1.66%	+1.3%	+14.2%	+17.9%	+18.5%	+8.9%	−10.5%	$2.8B

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

MDYV vs SCHD

MDYV

SPDR S&P 400 Mid Cap Value

$15,299

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureMDYVSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.66%2.91%

5 years, per year+8.9%+11.0%

3 years, per year+18.5%+21.4%

Worst drop · 1Y−10.5%−6.9%

Volatility · 1Y13.9%11.5%

6–0measures won
SCHD first

3.4%

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: MDYV, SCHD

Today

3.4%most shared, MDYV and SCHD

MDYVSCHD

MDYV—3.4%

SCHD3.4%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

MDYV$166 − $15 = $151

KeptFee

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