MSFO vs SCHD

AMSFO

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income36.82%MSFO · $3,682 on $10k

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

Held in common[…]MSFO and SCHD

MSFO

SCHD

YieldMax MSFT Option Income Strategy ETF · $97MSchwab U.S. Dividend Equity ETF · $123B

+16.1%3 years · per year$15,638 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

1.03%Expense ratio$103 · $6 on $10k · lower wins0.06%

36.82%12-mo yield$3,682 · $298 on $10k2.98%

−27.2%Worst dropSmaller wins−6.9%

29.4%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSFO · SCHD

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

Held in common[…]

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	AMSFO	YieldMax MSFT Option Income Strategy ETFRead Desk		1.03%	36.82%	−3.5%	+11.0%	+5.3%	+16.1%	new	−27.2%	$97M

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	AMSFO	YieldMax MSFT Option Income Strategy ETFRead Desk		1.03%	36.82%	−3.5%	+11.0%	+5.3%	+16.1%	new	−27.2%	$97M

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

MSFO vs SCHD

MSFO

YieldMax MSFT Option Income Strategy

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureMSFOSCHD

Fee1.03%0.06%

Cost on $10k a year$103$6

Yield36.82%2.98%

5 years, per year[…]+10.4%

3 years, per year+16.1%+20.3%

Worst drop · 1Y−27.2%−6.9%

Volatility · 1Y29.4%11.7%

4–1measures won
SCHD first

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: MSFO, SCHD

Today

[…]holdings […]

MSFOSCHD

MSFO—[…]

SCHD[…]—

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

Income After Fees on $10,000

$3,579most kept, MSFO

MSFO$3,682 − $103 = $3,579

SCHD$298 − $6 = $292

KeptFee

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