MOTG vs SCHD

AMOTG

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · MOTG $13,950

Lowest cost0.06%SCHD · $6 on $10k

Most income17.18%MOTG · $1,718 on $10k

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

Held in common1.7%MOTG and SCHD

MOTG

SCHD

VanEck Morningstar Global Wide Moat ETF · $19MSchwab U.S. Dividend Equity ETF · $123B

+18.0%3 years · per year$16,421 · $17,414+20.3%

+6.9%5 years · per year$13,950 · $16,375+10.4%

0.52%Expense ratio$52 · $6 on $10k · lower wins0.06%

17.18%12-mo yield$1,718 · $298 on $10k2.98%

−12.6%Worst dropSmaller wins−6.9%

14.6%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsMOTG · SCHD

1.1%BMY3.1%

1.0%HSY0.6%

Held in common1.7%

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

Both

5Y2 funds

#			Trend
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%	$122.9B
2	AMOTG	VanEck Morningstar Global Wide Moat ETFRead Desk		0.52%	17.18%	−3.1%	+3.3%	+5.5%	+18.0%	+6.9%	−12.6%	$19M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AMOTG	VanEck Morningstar Global Wide Moat ETFRead Desk		0.52%	17.18%	−3.1%	+3.3%	+5.5%	+18.0%	+6.9%	−12.6%	$19M

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

MOTG vs SCHD

MOTG

VanEck Morningstar Global Wide Moat

$13,950

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureMOTGSCHD

Fee0.52%0.06%

Cost on $10k a year$52$6

Yield17.18%2.98%

5 years, per year+6.9%+10.4%

3 years, per year+18.0%+20.3%

Worst drop · 1Y−12.6%−6.9%

Volatility · 1Y14.6%11.7%

5–1measures won
SCHD first

1.7%

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%

$123BAssets$109B

2–0SCHD wins

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MOTG, SCHD

Today

1.7%most shared, MOTG and SCHD

MOTGSCHD

MOTG—1.7%

SCHD1.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,666most kept, MOTG

MOTG$1,718 − $52 = $1,666

SCHD$298 − $6 = $292

KeptFee

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