MVFG vs SCHD

AMVFG

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · VEA $15,484

Lowest cost0.03%VEA · $3 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common0.0%MVFG and SCHD

MVFG

SCHD

Monarch Volume Factor Global Unconstrained ETF · $186MSchwab U.S. Dividend Equity ETF · $121B

[…]3 years · per year[…] · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

1.41%Expense ratio$141 · $6 on $10k · lower wins0.06%

1.72%12-mo yield$172 · $297 on $10k2.97%

−13.8%Worst dropSmaller wins−6.9%

16.9%VolatilityLower wins11.4%

0–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMVFG · SCHD

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

Held in common0.0%

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	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
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.46%	−0.3%	+12.1%	+16.8%	+22.2%	+9.1%	−11.6%	$231.6B
3	AMVFG	Monarch Volume Factor Global Unconstrained ETFRead Desk	1.41%	1.72%	−0.4%	+11.7%	+8.8%	new	new	−13.8%	$186M

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	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
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.46%	−0.3%	+12.1%	+16.8%	+22.2%	+9.1%	−11.6%	$231.6B
3	AMVFG	Monarch Volume Factor Global Unconstrained ETFRead Desk	1.41%	1.72%	−0.4%	+11.7%	+8.8%	new	new	−13.8%	$186M

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

MVFG vs SCHD

MVFG

Monarch Volume Factor Global Unconstrained

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureMVFGSCHD

Fee1.41%0.06%

Cost on $10k a year$141$6

Yield1.72%2.97%

5 years, per year[…]+10.3%

3 years, per year[…]+21.2%

Worst drop · 1Y−13.8%−6.9%

Volatility · 1Y16.9%11.4%

4–0measures won
SCHD first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.1%

IEFAiShares

+9.2%

+12.1%Year to date+9.2%

2.5%Yield3.4%

$232BAssets$189B

1–1level

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

Overlap: MVFG, SCHD, VEA

Today

0.0%most shared, MVFG and SCHD

MVFGSCHDVEA

MVFG—0.0%0.0%

SCHD0.0%—0.0%

VEA0.0%0.0%—

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

VEA$246 − $3 = $243

MVFG$172 − $141 = $31

KeptFee

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