MORT vs SCHD

AMORT

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · MORT $7,538

Lowest cost0.06%SCHD · $6 on $10k

Most income18.09%MORT · $1,809 on $10k

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

Held in common0.0%MORT and SCHD

MORT

SCHD

VanEck Mortgage REIT Income ETF · $324MSchwab U.S. Dividend Equity ETF · $123B

+6.2%3 years · per year$11,988 · $17,908+21.4%

−5.5%5 years · per year$7,538 · $16,881+11.0%

0.43%Expense ratio$43 · $6 on $10k · lower wins0.06%

18.09%12-mo yield$1,809 · $291 on $10k2.91%

−26.9%Worst dropSmaller wins−6.9%

18.7%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsMORT · SCHD

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
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	AMORT	VanEck Mortgage REIT Income ETFRead Desk		0.43%	18.09%	+4.2%	−15.7%	−11.9%	+6.2%	−5.5%	−26.9%	$324M

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

Both

5Y2 funds

#			Trend
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	AMORT	VanEck Mortgage REIT Income ETFRead Desk		0.43%	18.09%	+4.2%	−15.7%	−11.9%	+6.2%	−5.5%	−26.9%	$324M

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

MORT vs SCHD

MORT

VanEck Mortgage REIT Income

$7,538

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureMORTSCHD

Fee0.43%0.06%

Cost on $10k a year$43$6

Yield18.09%2.91%

5 years, per year−5.5%+11.0%

3 years, per year+6.2%+21.4%

Worst drop · 1Y−26.9%−6.9%

Volatility · 1Y18.7%11.5%

5–1measures won
SCHD first

0.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MORT, SCHD

Today

0.0%most shared, MORT and SCHD

MORTSCHD

MORT—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$1,766most kept, MORT

MORT$1,809 − $43 = $1,766

SCHD$291 − $6 = $285

KeptFee

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