MMIN vs SCHD

AMMIN

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · SGOV $12,086

Lowest cost0.06%SCHD · $6 on $10k

Most income4.11%MMIN · $411 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]MMIN and SCHD

MMIN

SCHD

NYLI MacKay Muni Insured ETF · $587MSchwab U.S. Dividend Equity ETF · $123B

+5.4%3 years · per year$11,710 · $17,908+21.4%

+0.5%5 years · per year$10,234 · $16,881+11.0%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

4.11%12-mo yield$411 · $291 on $10k2.91%

−7.7%Worst dropSmaller wins−6.9%

4.4%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMMIN · SCHD

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

Held in common[…]

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

All Three

5Y3 funds

#
1	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
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
3	AMMIN	NYLI MacKay Muni Insured ETFRead Desk	0.40%	4.11%	+0.5%	+0.3%	+0.8%	+5.4%	+0.5%	−7.7%	$587M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	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
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
3	AMMIN	NYLI MacKay Muni Insured ETFRead Desk	0.40%	4.11%	+0.5%	+0.3%	+0.8%	+5.4%	+0.5%	−7.7%	$587M

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

MMIN vs SCHD

MMIN

NYLI MacKay Muni Insured

$10,234

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureMMINSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield4.11%2.91%

5 years, per year+0.5%+11.0%

3 years, per year+5.4%+21.4%

Worst drop · 1Y−7.7%−6.9%

Volatility · 1Y4.4%11.5%

4–2measures won
SCHD first

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

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL 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

Overlap: MMIN, SCHD, SGOV

Today

[…]holdings […]

MMINSCHDSGOV

MMIN—[…][…]

SCHD[…]—[…]

SGOV[…][…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$371most kept, MMIN

MMIN$411 − $40 = $371

SGOV$363 − $9 = $354

SCHD$291 − $6 = $285

KeptFee

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