MVFD vs SCHD

AMVFD

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common11.3%MVFD and SCHD

MVFD

SCHD

Monarch Volume Factor Dividend Tree ETF · $142MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

1.10%Expense ratio$110 · $6 on $10k · lower wins0.06%

1.27%12-mo yield$127 · $291 on $10k2.91%

−9.1%Worst dropSmaller wins−6.9%

14.9%VolatilityLower wins11.5%

0–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsMVFD · SCHD

3.1%ADP2.8%

2.7%ACN3.7%

2.3%UNH4.0%

2.0%QCOM3.8%

Held in common11.3%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk		1.10%	1.27%	+3.3%	+24.8%	+26.5%	new	new	−9.1%	$142M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AMVFD	Monarch Volume Factor Dividend Tree ETFRead Desk		1.10%	1.27%	+3.3%	+24.8%	+26.5%	new	new	−9.1%	$142M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MVFD vs SCHD

MVFD

Monarch Volume Factor Dividend Tree

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureMVFDSCHD

Fee1.10%0.06%

Cost on $10k a year$110$6

Yield1.27%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−9.1%−6.9%

Volatility · 1Y14.9%11.5%

4–0measures won
SCHD first

11.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: MVFD, SCHD

Today

11.3%most shared, MVFD and SCHD

MVFDSCHD

MVFD—11.3%

SCHD11.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

MVFD$127 − $110 = $17

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee