MFDX vs SCHD

AMFDX

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · MFDX $16,287

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%MFDX · $296 on $10k

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

Held in common0.0%MFDX and SCHD

MFDX

SCHD

PIMCO RAFI Dynamic Multi-Factor International Equity ETF · $449MSchwab U.S. Dividend Equity ETF · $121B

+20.6%3 years · per year$17,525 · $17,908+21.4%

+10.2%5 years · per year$16,287 · $16,881+11.0%

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

2.96%12-mo yield$296 · $291 on $10k2.91%

−10.7%Worst dropSmaller wins−6.9%

14.6%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFDX · SCHD

0.0%ALV0.2%

Held in common0.0%

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%	$121.5B
2	AMFDX	PIMCO RAFI Dynamic Multi-Factor International Equity ETFRead Desk		0.39%	2.96%	+2.1%	+10.4%	+15.2%	+20.6%	+10.2%	−10.7%	$449M

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%	$121.5B
2	AMFDX	PIMCO RAFI Dynamic Multi-Factor International Equity ETFRead Desk		0.39%	2.96%	+2.1%	+10.4%	+15.2%	+20.6%	+10.2%	−10.7%	$449M

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

MFDX vs SCHD

MFDX

PIMCO RAFI Dynamic Multi-Factor International Equity

$16,287

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureMFDXSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield2.96%2.91%

5 years, per year+10.2%+11.0%

3 years, per year+20.6%+21.4%

Worst drop · 1Y−10.7%−6.9%

Volatility · 1Y14.6%11.5%

5–1measures won
SCHD first

0.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MFDX, SCHD

Today

0.0%most shared, MFDX and SCHD

MFDXSCHD

MFDX—0.0%

SCHD0.0%—

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

MFDX$296 − $39 = $257

KeptFee

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