MGC vs SCHD

AMGC

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,549MGC · SCHD $16,881

Lowest cost0.05%MGC · $5 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common7.8%MGC and SCHD

MGC

SCHD

Vanguard Morningstar Mega Cap ETF · $10.3BSchwab U.S. Dividend Equity ETF · $123B

+25.1%3 years · per year$19,585 · $17,908+21.4%

+13.2%5 years · per year$18,549 · $16,881+11.0%

0.05%Expense ratio$5 · $6 on $10k · lower wins0.06%

0.92%12-mo yield$92 · $291 on $10k2.91%

−9.8%Worst dropSmaller wins−6.9%

13.6%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMGC · SCHD

0.7%CVX4.2%

0.7%MRK3.7%

0.6%PG4.3%

0.6%KO4.2%

Held in common7.8%

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	AMGC	Vanguard Morningstar Mega Cap ETFRead Desk		0.05%	0.92%	+1.8%	+12.7%	+12.6%	+25.1%	+13.2%	−9.8%	$10.3B
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%	$122.9B

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	AMGC	Vanguard Morningstar Mega Cap ETFRead Desk		0.05%	0.92%	+1.8%	+12.7%	+12.6%	+25.1%	+13.2%	−9.8%	$10.3B
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%	$122.9B

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

MGC vs SCHD

MGC

Vanguard Morningstar Mega Cap

$18,549

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureMGCSCHD

Fee0.05%0.06%

Cost on $10k a year$5$6

Yield0.92%2.91%

5 years, per year+13.2%+11.0%

3 years, per year+25.1%+21.4%

Worst drop · 1Y−9.8%−6.9%

Volatility · 1Y13.6%11.5%

3–3measures won
level

7.8%

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: MGC, SCHD

Today

7.8%most shared, MGC and SCHD

MGCSCHD

MGC—7.8%

SCHD7.8%—

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

MGC$92 − $5 = $87

KeptFee

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