SCHD vs MRNY

ASCHD

BMRNY

Measures won3–2SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income45.07%MRNY · $4,507 on $10k

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

Held in common[…]SCHD and MRNY

SCHD

MRNY

Schwab U.S. Dividend Equity ETF · $121BYieldMax MRNA Option Income Strategy ETF · $244M

+21.2%3 years · per year$17,784 · $20,000+26.0%

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

0.06%Expense ratio$6 · $100 on $10k · lower wins1.00%

2.97%12-mo yield$297 · $4,507 on $10k45.07%

−6.9%Worst dropSmaller wins−28.8%

11.4%VolatilityLower wins118.0%

3–2SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · MRNY

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

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	ASCHD	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	BMRNY	YieldMax MRNA Option Income Strategy ETFRead Desk		1.00%	45.07%	+2.6%	+481.9%	+486.8%	+26.0%	new	−28.8%	$244M

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

Both

5Y2 funds

#			Trend
1	ASCHD	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	BMRNY	YieldMax MRNA Option Income Strategy ETFRead Desk		1.00%	45.07%	+2.6%	+481.9%	+486.8%	+26.0%	new	−28.8%	$244M

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

SCHD vs MRNY

SCHD

Schwab U.S. Dividend Equity

$16,352

MRNY

YieldMax MRNA Option Income Strategy

[…]

MeasureSCHDMRNY

Fee0.06%1.00%

Cost on $10k a year$6$100

Yield2.97%45.07%

5 years, per year+10.3%[…]

3 years, per year+21.2%+26.0%

Worst drop · 1Y−6.9%−28.8%

Volatility · 1Y11.4%118.0%

3–2measures won
SCHD first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SCHD, MRNY

Today

[…]holdings […]

SCHDMRNY

SCHD—[…]

MRNY[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$4,407most kept, MRNY

MRNY$4,507 − $100 = $4,407

SCHD$297 − $6 = $291

KeptFee

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