MST vs SCHD

AMST

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · SCHD $16,459

Lowest cost0.04%VYM · $4 on $10k

Most income249.66%MST · $24,966 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common[…]MST and SCHD

MST

SCHD

Leveraged Long + Income MSTR ETF · $20MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

2.02%Expense ratio$202 · $6 on $10k · lower wins0.06%

249.66%12-mo yield$24,966 · $296 on $10k2.96%

−91.2%Worst dropSmaller wins−6.9%

144.5%VolatilityLower wins11.8%

1–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMST · SCHD

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AMST	Leveraged Long + Income MSTR ETFRead Desk	2.02%	249.66%	−6.6%	−65.0%	−85.5%	new	new	−91.2%	$20M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AMST	Leveraged Long + Income MSTR ETFRead Desk	2.02%	249.66%	−6.6%	−65.0%	−85.5%	new	new	−91.2%	$20M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MST vs SCHD

MST

Leveraged Long + Income MSTR

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureMSTSCHD

Fee2.02%0.06%

Cost on $10k a year$202$6

Yield249.66%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y−91.2%−6.9%

Volatility · 1Y144.5%11.8%

3–1measures won
SCHD first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: MST, SCHD, VYM

Today

21.9%most shared, SCHD and VYM

MSTSCHDVYM

MST—[…][…]

SCHD[…]—21.9%

VYM[…]21.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$24,764most kept, MST

MST$24,966 − $202 = $24,764

SCHD$296 − $6 = $290

VYM$226 − $4 = $222

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee