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Investing Basics
MGK vs VUG: 86% the Same Fund, With MGK Cutting Off the Smaller Growth Stocks
MGK vs VUG from Vanguard's filings: 85.8% overlap, fees 0.05% vs 0.03%, 56 vs 147 stocks, and 19.00% vs 17.94% a year over ten years to September 2026.
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Investing Basics
NOBL vs SCHD: 25 Years of Dividend Raises vs a Quality-and-Yield Screen
NOBL vs SCHD: 0.35% vs 0.06%, 14.6% overlap, 2.09% vs 3.37% SEC yield. SCHD led over 1, 3, 5 and 10 years to 30 June 2026. How the two screens differ.
Investing Basics
QQQ vs SCHD: Growth and Dividends With Almost Nothing in Common
QQQ vs SCHD from the filings: 4.8% overlap, 0.18% vs 0.06%, 0.39% vs 3.37% SEC yield. QQQ returned 22.07% a year over 10 years to June 2026, SCHD 12.37%.
Investing Basics
QQQM vs SCHD: The Low-Cost Nasdaq-100 Against Schwab's Dividend Fund
QQQM vs SCHD from the filings: 5.2% overlap, 0.15% vs 0.06%, 0.42% vs 3.37% SEC yield. QQQM returned 16.52% a year over 5 years to June 2026, SCHD 8.51%.
Investing Basics
QQQM vs SPYM: The Nasdaq-100 Is Already Inside the S&P 500, Mostly
QQQM vs SPYM (formerly SPLG): 0.15% vs 0.02%, 96% of QQQM's weight sits in SPYM's stocks, 2022 was -32.45% vs -18.13%. Which one fits, with dates.
Investing Basics
QQQM vs VTI: 97% of QQQM Is Already Inside VTI
QQQM vs VTI from SEC filings: 96.6% of QQQM sits inside VTI, but that is only 47.8% of VTI. Fees 0.15% vs 0.03%; 5-yr returns 16.52% vs 12.24%.
Investing Basics
RSP vs SPY: Same 500 Companies, Only 43% the Same Portfolio
RSP vs SPY from the SEC filings: same 500 companies, 43% overlap by weight, fees 0.20% vs 0.0945%, turnover 27% vs 3%, and 10-yr returns of 12.14% vs 15.35%.
Investing Basics
SCHB vs SCHD: Schwab's Whole Market or Its 100-Stock Dividend Screen?
SCHB vs SCHD from Schwab's filings: 0.03% vs 0.06%, only 7.1% overlap, SCHD yields 3.37% vs 1.02%, and SCHB returned 2.67 points a year more over 10 years.
Investing Basics
SCHB vs SCHG: The Whole Market or Its Growth Slice, and SCHG Is Half of SCHB Already
SCHB vs SCHG from Schwab's SEC filings: 51% overlap, 0.03% vs 0.04%, top ten 36% vs 60%, and 10-year returns of 14.81% vs 18.66% to Aug 2026.
Investing Basics
SCHB vs SCHX: 93% the Same Fund, and the Extra 1,650 Stocks Are 6.5% of SCHB
SCHB vs SCHX from Schwab's SEC filings: both 0.03%, 93.4% overlap, every SCHX stock is inside SCHB, and 10-year returns 14.81% vs 15.22% to Aug 2026.
Investing Basics
SCHB vs SWPPX: Schwab's Whole-Market ETF or Its S&P 500 Fund?
SCHB vs SWPPX from Schwab's filings: 0.03% vs 0.02%, 87.6% overlap, about 2,400 stocks vs 503. SWPPX returned 15.46% a year over 10 years to June 2026, SCHB 15.04%.
Investing Basics
SCHB vs SWTSX: The Same Schwab Market Fund, as an ETF or a Mutual Fund
SCHB vs SWTSX from Schwab's SEC filings: both 0.03%, 99.7% of SCHB sits in SWTSX stocks, and 10-year returns of 14.81% vs 14.75% to Aug 2026.
Investing Basics
SCHD vs SGOV: Dividend Stocks and T-Bills Are Not the Same Kind of Income
SGOV yields 3.70% from T-bills; SCHD 3.37% from 100 dividend stocks (1 Oct 2026). 0% overlap. In 2022 SCHD fell 3.23%, SGOV rose 1.58%. Which job each does.
Investing Basics
SCHD vs SPY: The Dividend Screen Is Cheaper, the S&P 500 Has Returned More
SCHD vs SPY from the filings: 0.06% vs 0.0945%, 7.6% overlap, 3.37% vs 0.96% SEC yield. SPY returned 15.35% a year over 10 years to June 2026, SCHD 12.37%.
Investing Basics
SCHD vs SWPPX: Schwab's Dividend ETF or Its S&P 500 Fund?
SCHD vs SWPPX from Schwab's filings: 0.06% vs 0.02%, 7.9% overlap, 3.37% SEC yield for SCHD. SWPPX returned 15.46% a year over 10 years to June 2026, SCHD 12.37%.
Investing Basics
SCHF vs SWISX: Schwab's Two International Index Funds Hold Different Countries
SCHF vs SWISX from Schwab's filings: 0.03% vs 0.06%, 71.6% overlap. SCHF (FTSE) holds Korea and Canada, about 20% of the fund; SWISX (MSCI EAFE) holds neither.
Investing Basics
SCHF vs VEA: Same Fee, 89% Overlap, and VEA Adds the Small Caps
SCHF vs VEA from SEC filings: both 0.03%, 89.4% overlap, 1,442 vs 3,895 stocks. Both hold Korea and Canada. Ten-year returns to June 2026: 10.63% vs 10.52%.
Investing Basics
SCHG vs SPYG: Same 0.04% Fee, Two Different Ideas of a Growth Stock
SCHG vs SPYG from the SEC filings: both 0.04%, 66.5% overlap, 189 vs 151 holdings, and 18.66% vs 18.06% a year over ten years to June 2026.
Investing Basics
SCHG vs SPYM: A Growth Slice vs the Whole S&P 500, Both for Pennies
SCHG vs SPYM (formerly SPLG): 0.04% vs 0.02%, 53.1% overlap, top 10 is 60% of SCHG. To 30 June 2026 SCHG led over 3, 5 and 10 years; SPYM over 1.
Investing Basics
SCHG vs SWPPX: Schwab's Growth ETF Is a Concentrated Slice of the S&P 500 and More
SCHG vs SWPPX from Schwab's filings: 54.2% overlap, top ten 60% vs 39%, 0.04% vs 0.02%, and 10-year returns of 18.66% vs 15.34% to August 2026.
Investing Basics
SCHG vs VTI: Half of VTI Is Already SCHG, and the Other Half Is What You Give Up
SCHG vs VTI from the SEC filings: 48.7% overlap, fees 0.04% vs 0.03%, top ten 60% vs 33%, and 18.66% vs 15.04% a year over ten years to June 2026.
Investing Basics
SCHX vs SWPPX: Schwab's 750-Stock ETF or Its S&P 500 Mutual Fund?
SCHX vs SWPPX from Schwab's SEC filings: 0.03% vs 0.02%, 92.2% overlap, and 10-year returns of 15.22% vs 15.34% a year to August 2026.
Investing Basics
SGOV vs USFR: Cheaper T-Bills or Floating-Rate Treasuries?
SGOV holds T-bills at 0.09%. USFR holds 2-year floating-rate Treasuries at 0.15%. SEC yields 3.70% vs 3.81%, zero shared bonds. Which cash ETF fits you.
Investing Basics
SGOV vs VGSH: 3-Month Bills or 1-3 Year Treasuries?
SGOV (0.09%, 0.11-year duration) vs VGSH (0.03%, 1.9 years). SEC yields 3.70% vs 4.67%. VGSH lost 3.86% in 2022 while SGOV gained 1.58%. Which fits.