MTUM vs SCHD

AMTUM

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common11.8%MTUM and SCHD

MTUM

SCHD

iShares MSCI USA Momentum Factor ETF · $17.4BSchwab U.S. Dividend Equity ETF · $121B

+28.2%3 years · per year$21,049 · $17,784+21.2%

+9.2%5 years · per year$15,541 · $16,352+10.3%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

0.67%12-mo yield$67 · $297 on $10k2.97%

−20.1%Worst dropSmaller wins−6.9%

27.8%VolatilityLower wins11.4%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMTUM · SCHD

2.3%UNH3.9%

2.2%KO4.2%

2.0%MRK3.8%

1.8%CVX4.2%

Held in common11.8%

End-of-day Nov 3, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AMTUM	iShares MSCI USA Momentum Factor ETFRead Desk	0.15%	0.67%	+1.2%	+11.6%	+10.2%	+28.2%	+9.2%	−20.1%	$17.4B

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AMTUM	iShares MSCI USA Momentum Factor ETFRead Desk	0.15%	0.67%	+1.2%	+11.6%	+10.2%	+28.2%	+9.2%	−20.1%	$17.4B

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

Cards for this view

MTUM vs SCHD

MTUM

iShares MSCI USA Momentum Factor

$15,541

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureMTUMSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield0.67%2.97%

5 years, per year+9.2%+10.3%

3 years, per year+28.2%+21.2%

Worst drop · 1Y−20.1%−6.9%

Volatility · 1Y27.8%11.4%

5–1measures won
SCHD first

11.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: MTUM, SCHD, VIG

Today

26.9%most shared, MTUM and VIG

MTUMSCHDVIG

MTUM—11.8%26.9%

SCHD11.8%—14.5%

VIG26.9%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

MTUM$67 − $15 = $52

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee