MMSC vs SCHD

AMMSC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.2%MMSC and SCHD

MMSC

SCHD

First Trust Multi-Manager Small Cap Opportunities ETF · $52MSchwab U.S. Dividend Equity ETF · $120B

+20.5%3 years · per year$17,505 · $17,414+20.3%

+3.4%5 years · per year$11,838 · $16,375+10.4%

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $298 on $10k2.98%

−15.3%Worst dropSmaller wins−6.9%

24.6%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMMSC · SCHD

0.5%MSM0.1%

0.4%RHI0.1%

Held in common0.2%

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

All Three

5Y3 funds

#
1	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk	0.95%	0.00%	−5.6%	+4.6%	+5.2%	+20.5%	+3.4%	−15.3%	$52M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	AMMSC	First Trust Multi-Manager Small Cap Opportunities ETFRead Desk	0.95%	0.00%	−5.6%	+4.6%	+5.2%	+20.5%	+3.4%	−15.3%	$52M

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

MMSC vs SCHD

MMSC

First Trust Multi-Manager Small Cap Opportunities

$11,838

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureMMSCSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield0.00%2.98%

5 years, per year+3.4%+10.4%

3 years, per year+20.5%+20.3%

Worst drop · 1Y−15.3%−6.9%

Volatility · 1Y24.6%11.7%

5–1measures won
SCHD first

0.2%

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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

Overlap: MMSC, SCHD, VUG

Today

0.8%most shared, SCHD and VUG

MMSCSCHDVUG

MMSC—0.2%0.0%

SCHD0.2%—0.8%

VUG0.0%0.8%—

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

VUG$43 − $3 = $40

MMSC$0 − $95 = −$95

KeptFee

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