MPIM vs SCHD5YMPIMMPIMAvsBSCHDSCHDm+ Income Momentum Autocall ETF · $37MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in[…]3 years · per year[…] · $17,062+19.5%[…]5 years · per year[…] · $16,428+10.4%Cost and income0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%3.44%12-mo yield$344 · $294 on $10k2.94%
$10,000 in MPIM, SCHD, CGDV5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: MPIM, SCHD, CGDVToday5.7%most shared, SCHD and CGDVMPIMSCHDCGDVMPIM—[…][…]SCHD[…]—5.7%CGDV[…]5.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
MPIM vs SCHD5YAMPIMm+ Income Momentum Autocall[…]vsSCHDBSchwab U.S. Dividend Equity$16,428MeasureMPIMSCHDFee0.70%0.06%Cost on $10k a year$70$6Yield3.44%2.94%5 years, per year[…]+10.4%3 years, per year[…]+19.5%Worst drop · 1Y[…]−6.9%Volatility · 1Y[…]11.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2AMPIMm+ Income Momentum Autocall ETFReadDesk0.70%3.44%−1.6%newnewnewnew[…]$37M3CGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$38.8BEnd-of-day Nov 10, 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▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2AMPIMm+ Income Momentum Autocall ETFReadDesk0.70%3.44%−1.6%newnewnewnew[…]$37M3CGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$38.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: MPIM, SCHD, CGDVToday5.7%most shared, SCHD and CGDVMPIMSCHDCGDVMPIM—[…][…]SCHD[…]—5.7%CGDV[…]5.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$288most kept, SCHDSCHD$294 − $6 = $288MPIM$344 − $70 = $274CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee