MTGP vs SCHD

AMTGP

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · MTGP $10,167

Lowest cost0.06%SCHD · $6 on $10k

Most income4.64%MTGP · $464 on $10k

Smallest drop−4.7%MTGP · worst fall in 1Y

Held in common[…]MTGP and SCHD

MTGP

SCHD

WisdomTree Mortgage Plus Bond Fund · $73MSchwab U.S. Dividend Equity ETF · $123B

+6.2%3 years · per year$11,964 · $17,414+20.3%

+0.3%5 years · per year$10,167 · $16,375+10.4%

0.45%Expense ratio$45 · $6 on $10k · lower wins0.06%

4.64%12-mo yield$464 · $298 on $10k2.98%

−4.7%Worst dropSmaller wins−6.9%

4.3%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsMTGP · 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	AMTGP	WisdomTree Mortgage Plus Bond FundRead Desk		0.45%	4.64%	+0.3%	+0.3%	+1.0%	+6.2%	+0.3%	−4.7%	$73M

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	AMTGP	WisdomTree Mortgage Plus Bond FundRead Desk		0.45%	4.64%	+0.3%	+0.3%	+1.0%	+6.2%	+0.3%	−4.7%	$73M

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

MTGP vs SCHD

MTGP

WisdomTree Mortgage Plus Bond Fund

$10,167

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureMTGPSCHD

Fee0.45%0.06%

Cost on $10k a year$45$6

Yield4.64%2.98%

5 years, per year+0.3%+10.4%

3 years, per year+6.2%+20.3%

Worst drop · 1Y−4.7%−6.9%

Volatility · 1Y4.3%11.7%

3–3measures won
level

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: MTGP, SCHD

Today

[…]holdings […]

MTGPSCHD

MTGP—[…]

SCHD[…]—

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

Income After Fees on $10,000

$419most kept, MTGP

MTGP$464 − $45 = $419

SCHD$298 − $6 = $292

KeptFee

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