SCHD vs MPIM

ASCHD

BMPIM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income3.58%MPIM · $358 on $10k

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

Held in common[…]SCHD and MPIM

SCHD

MPIM

Schwab U.S. Dividend Equity ETF · $120Bm+ Income Momentum Autocall ETF · $38M

+20.3%3 years · per year$17,414 · […][…]

+10.4%5 years · per year$16,375 · […][…]

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

2.98%12-mo yield$298 · $358 on $10k3.58%

−6.9%Worst dropSmaller wins[…]

11.7%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · MPIM

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

Held in common[…]

End-of-day Nov 5, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BMPIM	m+ Income Momentum Autocall ETFRead Desk	0.70%	3.58%	−7.1%	new	new	new	new	[…]	$38M

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

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	BMPIM	m+ Income Momentum Autocall ETFRead Desk	0.70%	3.58%	−7.1%	new	new	new	new	[…]	$38M

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

Cards for this view

SCHD vs MPIM

SCHD

Schwab U.S. Dividend Equity

$16,375

MPIM

m+ Income Momentum Autocall

[…]

MeasureSCHDMPIM

Fee0.06%0.70%

Cost on $10k a year$6$70

Yield2.98%3.58%

5 years, per year+10.4%[…]

3 years, per year+20.3%[…]

Worst drop · 1Y−6.9%[…]

Volatility · 1Y11.7%[…]

1–1measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SCHD, MPIM, VIG

Today

14.5%most shared, SCHD and VIG

SCHDMPIMVIG

SCHD—[…]14.5%

MPIM[…]—[…]

VIG14.5%[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

MPIM$358 − $70 = $288

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee