MMIN vs SCHD5YMMINMMINAvsBSCHDSCHDNYLI MacKay Muni Insured ETF · $578MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+4.2%3 years · per year$11,315 · $17,374+20.2%+0.2%5 years · per year$10,101 · $16,418+10.4%Cost and income0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%4.14%
Overlap: MMIN, SCHD, AGGToday[…]holdings […]MMINSCHDAGGMMIN—[…][…]SCHD[…]—[…]AGG[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
MMIN vs SCHD5YAMMINNYLI MacKay Muni Insured$10,101vsSCHDBSchwab U.S. Dividend Equity$16,418$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2AMMINNYLI MacKay Muni Insured ETFReadDesk0.40%4.14%−0.4%−0.4%−0.1%+4.2%+0.2%−7.7%$578M3AGGiShares Core U.S. Aggregate Bond ETFReadDesk0.03%4.19%−0.1%−1.5%−1.4%+4.1%−0.5%−4.6%$137.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2AMMINNYLI MacKay Muni Insured ETFReadDesk0.40%4.14%−0.4%−0.4%−0.1%+4.2%+0.2%−7.7%$578M3AGGiShares Core U.S. Aggregate Bond ETFReadDesk0.03%4.19%−0.1%−1.5%−1.4%+4.1%−0.5%−4.6%$137.0BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
BND vs AGGYTDVanguardBNDVA−1.5%vsBiSAGGiShares−1.5%Jan 1Nov 13−1.5%−1.5%−1.5%Year to date−1.5%4.2%Yield4.2%$167BAssets$137B0–0levelEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
Overlap: MMIN, SCHD, AGGToday[…]holdings […]MMINSCHDAGGMMIN—[…][…]SCHD[…]—[…]AGG[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$416most kept, AGGAGG$419 − $3 = $416MMIN$414 − $40 = $374SCHD$292 − $6 = $286KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee