MYMK vs SCHD

Quick Verdict

SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.

Lower Fees: SCHDHigher Returns: SCHDMore Diversified: SCHD

Side-by-Side Comparison

MetricMYMKSCHDWinner
Expense Ratio0.20%0.06%
AUM$11M$103.7B
Dividend Yield1.83%3.31%
Holdings79104
YTD Return+0.41%+25.62%
1Y Return+1.23%+32.62%
3Y Return (annualized)-+15.58%
5Y Return (annualized)-+9.63%
Volatility (annualized)-13.6%
Max Drawdown-2.2%-33.4%
Fund FamilyState Street Investment ManagementCharles Schwab Asset Management
CategoryFixed IncomeEquity
InceptionSep 16, 2025Oct 20, 2011

MYMK vs SCHD Performance

State Street My2031 Municipal Bond ETF (MYMK) is a ETF from State Street Investment Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year MYMK returned +1.23% while SCHD returned +32.62%. Year to date, MYMK is up 0.41% versus a gain of 25.62% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.2% for MYMK and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

MYMK charges 0.20% per year while SCHD charges 0.06%. On a $10,000 position that is $20 vs $6 annually, a gap of $14 per year that compounds over a long holding period. On income, MYMK currently yields 1.83% against 3.31% for SCHD.

Holdings Overlap

0.0%overlap

MYMK and SCHD share 0 holdings out of 121 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, MYMK or SCHD?

MYMK has an expense ratio of 0.20% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $14 per year of difference.

Which performed better, MYMK or SCHD?

Over the past year MYMK returned +1.23% vs +32.62% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between MYMK and SCHD?

MYMK and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 121 unique securities.

Which pays a higher dividend, MYMK or SCHD?

MYMK yields 1.83% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.

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