SCHD vs MDEV

ASCHD

BMDEV

Measures won6–0SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SCHD $16,267

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common2.1%SCHD and MDEV

SCHD

MDEV

Schwab U.S. Dividend Equity ETF · $120BFirst Trust Indxx Medical Devices ETF · $3M

+20.0%3 years · per year$17,266 · $12,957+9.0%

+10.2%5 years · per year$16,267 · $8,839−2.4%

0.06%Expense ratio$6 · $70 on $10k · lower wins0.70%

3.00%12-mo yield$300 · $10 on $10k0.10%

−6.9%Worst dropSmaller wins−18.2%

11.7%VolatilityLower wins17.4%

6–0SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · MDEV

4.0%ABT2.1%

Held in common2.1%

End-of-day Nov 6, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	−1.6%	+7.9%	+11.0%	+9.0%	−2.4%	−18.2%	$3M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BMDEV	First Trust Indxx Medical Devices ETFRead Desk	0.70%	0.10%	−1.6%	+7.9%	+11.0%	+9.0%	−2.4%	−18.2%	$3M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs MDEV

SCHD

Schwab U.S. Dividend Equity

$16,267

MDEV

First Trust Indxx Medical Devices

$8,839

MeasureSCHDMDEV

Fee0.06%0.70%

Cost on $10k a year$6$70

Yield3.00%0.10%

5 years, per year+10.2%−2.4%

3 years, per year+20.0%+9.0%

Worst drop · 1Y−6.9%−18.2%

Volatility · 1Y11.7%17.4%

6–0measures won
SCHD first

2.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, MDEV, VYM

Today

21.9%most shared, SCHD and VYM

SCHDMDEVVYM

SCHD—2.1%21.9%

MDEV2.1%—1.5%

VYM21.9%1.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

MDEV$10 − $70 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee