MGK vs SCHD

AMGK

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,860MGK · SCHD $16,267

Lowest cost0.05%MGK · $5 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common0.0%MGK and SCHD

MGK

SCHD

Vanguard Morningstar Mega Cap Growth ETF · $34.9BSchwab U.S. Dividend Equity ETF · $120B

+22.9%3 years · per year$18,562 · $17,266+20.0%

+11.0%5 years · per year$16,860 · $16,267+10.2%

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

0.36%12-mo yield$36 · $300 on $10k3.00%

−15.5%Worst dropSmaller wins−6.9%

19.7%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMGK · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 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	AMGK	Vanguard Morningstar Mega Cap Growth ETFRead Desk		0.05%	0.36%	+1.1%	+1.6%	+0.8%	+22.9%	+11.0%	−15.5%	$34.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AMGK	Vanguard Morningstar Mega Cap Growth ETFRead Desk		0.05%	0.36%	+1.1%	+1.6%	+0.8%	+22.9%	+11.0%	−15.5%	$34.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MGK vs SCHD

MGK

Vanguard Morningstar Mega Cap Growth

$16,860

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureMGKSCHD

Fee0.05%0.06%

Cost on $10k a year$5$6

Yield0.36%3.00%

5 years, per year+11.0%+10.2%

3 years, per year+22.9%+20.0%

Worst drop · 1Y−15.5%−6.9%

Volatility · 1Y19.7%11.7%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MGK, SCHD

Today

0.0%most shared, MGK and SCHD

MGKSCHD

MGK—0.0%

SCHD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

MGK$36 − $5 = $31

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee