MFUS vs SCHD

AMFUS

BSCHD

Measures won4–2MFUS wins · of 6 · 5Y

$10,000 · 5Y$18,084MFUS · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.4%MFUS · worst fall in 1Y

Held in common16.3%MFUS and SCHD

MFUS

SCHD

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $304MSchwab U.S. Dividend Equity ETF · $121B

+23.6%3 years · per year$18,899 · $17,908+21.4%

+12.6%5 years · per year$18,084 · $16,881+11.0%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

1.40%12-mo yield$140 · $291 on $10k2.91%

−6.4%Worst dropSmaller wins−6.9%

11.4%VolatilityLower wins11.5%

4–2MFUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFUS · SCHD

1.6%CVX4.2%

1.2%MRK3.7%

1.0%AMGN4.1%

1.0%KO4.2%

Held in common16.3%

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	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.40%	+0.9%	+18.4%	+21.0%	+23.6%	+12.6%	−6.4%	$304M
2	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

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	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.40%	+0.9%	+18.4%	+21.0%	+23.6%	+12.6%	−6.4%	$304M
2	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

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

MFUS vs SCHD

MFUS

PIMCO RAFI Dynamic Multi-Factor U.S. Equity

$18,084

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureMFUSSCHD

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield1.40%2.91%

5 years, per year+12.6%+11.0%

3 years, per year+23.6%+21.4%

Worst drop · 1Y−6.4%−6.9%

Volatility · 1Y11.4%11.5%

4–2measures won
MFUS first

16.3%

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: MFUS, SCHD

Today

16.3%most shared, MFUS and SCHD

MFUSSCHD

MFUS—16.3%

SCHD16.3%—

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

MFUS$140 − $29 = $111

KeptFee

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