MORT vs MDIV5YMORTMORTAvsBMDIVMDIVVanEck Mortgage REIT Income ETF · $297MMulti-Asset Diversified Income Index Fund · $418MReturns · dividends in−0.5%3 years · per year$9,849 · $13,350+10.1%−7.4%5 years · per year$6,819 · $13,295+5.9%Cost and income0.43%Expense ratio$43 · $83 on $10k · lower wins0.83%19.90%
Overlap: MORT, MDIV, SCHDToday5.2%most shared, MORT and MDIVMORTMDIVSCHDMORT—5.2%0.0%MDIV5.2%—5.0%SCHD0.0%5.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
MORT vs MDIV5YAMORTVanEck Mortgage REIT Income$6,819vsMDIVBMulti-Asset Diversified Income Index Fund$13,295$8k$10k$13kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B2BMDIVMulti-Asset Diversified Income Index FundReadDesk0.83%7.57%−0.6%+8.1%+8.5%+10.1%+5.9%−6.1%$418M3AMORTVanEck Mortgage REIT Income ETFReadDesk0.43%19.90%−3.1%−23.4%−21.2%−0.5%−7.4%−29.5%$297MEnd-of-day Nov 12, 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▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B2BMDIVMulti-Asset Diversified Income Index FundReadDesk0.83%7.57%−0.6%+8.1%+8.5%+10.1%+5.9%−6.1%$418M3AMORTVanEck Mortgage REIT Income ETFReadDesk0.43%19.90%−3.1%−23.4%−21.2%−0.5%−7.4%−29.5%$297MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: MORT, MDIV, SCHDToday5.2%most shared, MORT and MDIVMORTMDIVSCHDMORT—5.2%0.0%MDIV5.2%—5.0%SCHD0.0%5.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,947most kept, MORTMORT$1,990 − $43 = $1,947MDIV$757 − $83 = $674SCHD$293 − $6 = $287KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee