MVRL vs SCHD

AMVRL

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · SGOV $12,091

Lowest cost0.06%SCHD · $6 on $10k

Most income30.13%MVRL · $3,013 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]MVRL and SCHD

MVRL

SCHD

ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN · $8MSchwab U.S. Dividend Equity ETF · $122B

−0.5%3 years · per year$9,846 · $17,123+19.6%

−14.1%5 years · per year$4,667 · $16,459+10.5%

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

30.13%12-mo yield$3,013 · $296 on $10k2.96%

−39.1%Worst dropSmaller wins−6.9%

29.9%VolatilityLower wins11.8%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMVRL · 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
3	AMVRL	ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETNRead Desk	0.95%	30.13%	+0.8%	−28.0%	−23.7%	−0.5%	−14.1%	−39.1%	$8M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
3	AMVRL	ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETNRead Desk	0.95%	30.13%	+0.8%	−28.0%	−23.7%	−0.5%	−14.1%	−39.1%	$8M

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

MVRL vs SCHD

MVRL

ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN

$4,667

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureMVRLSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield30.13%2.96%

5 years, per year−14.1%+10.5%

3 years, per year−0.5%+19.6%

Worst drop · 1Y−39.1%−6.9%

Volatility · 1Y29.9%11.8%

5–1measures 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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

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

Overlap: MVRL, SCHD, SGOV

Today

[…]holdings […]

MVRLSCHDSGOV

MVRL—[…][…]

SCHD[…]—[…]

SGOV[…][…]—

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

Income After Fees on $10,000

$2,918most kept, MVRL

MVRL$3,013 − $95 = $2,918

SGOV$363 − $9 = $354

SCHD$296 − $6 = $290

KeptFee

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