MGV vs SCHD

AMGV

BSCHD

Measures won5–1MGV wins · of 6 · 5Y

$10,000 · 5Y$18,019MGV · SCHD $16,375

Lowest cost0.05%MGV · $5 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common20.9%MGV and SCHD

MGV

SCHD

Vanguard Morningstar Mega Cap Value ETF · $13.5BSchwab U.S. Dividend Equity ETF · $120B

+21.4%3 years · per year$17,889 · $17,414+20.3%

+12.5%5 years · per year$18,019 · $16,375+10.4%

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

1.85%12-mo yield$185 · $298 on $10k2.98%

−6.4%Worst dropSmaller wins−6.9%

10.7%VolatilityLower wins11.7%

5–1MGV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMGV · SCHD

1.9%CVX3.9%

1.8%MRK3.8%

1.7%PG4.4%

1.6%KO4.2%

Held in common20.9%

End-of-day Nov 5, 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	AMGV	Vanguard Morningstar Mega Cap Value ETFRead Desk		0.05%	1.85%	−3.2%	+19.2%	+24.0%	+21.4%	+12.5%	−6.4%	$13.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

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

Both

5Y2 funds

#			Trend
1	AMGV	Vanguard Morningstar Mega Cap Value ETFRead Desk		0.05%	1.85%	−3.2%	+19.2%	+24.0%	+21.4%	+12.5%	−6.4%	$13.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

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

Cards for this view

MGV vs SCHD

MGV

Vanguard Morningstar Mega Cap Value

$18,019

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureMGVSCHD

Fee0.05%0.06%

Cost on $10k a year$5$6

Yield1.85%2.98%

5 years, per year+12.5%+10.4%

3 years, per year+21.4%+20.3%

Worst drop · 1Y−6.4%−6.9%

Volatility · 1Y10.7%11.7%

5–1measures won
MGV first

20.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MGV, SCHD

Today

20.9%most shared, MGV and SCHD

MGVSCHD

MGV—20.9%

SCHD20.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

MGV$185 − $5 = $180

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee