CARZ vs SCHD

ACARZ

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · CARZ $15,346

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common5.6%CARZ and SCHD

CARZ

SCHD

First Trust S-Network Future Vehicles & Technology ETF · $41MSchwab U.S. Dividend Equity ETF · $120B

+24.9%3 years · per year$19,488 · $17,266+20.0%

+8.9%5 years · per year$15,346 · $16,267+10.2%

0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%

1.19%12-mo yield$119 · $300 on $10k3.00%

−28.0%Worst dropSmaller wins−6.9%

33.3%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCARZ · SCHD

3.0%TXN4.3%

2.0%QCOM3.6%

0.6%F1.2%

Held in common5.6%

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

Both

5Y2 funds

#			Trend
1	BSCHD	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
2	ACARZ	First Trust S-Network Future Vehicles & Technology ETFRead Desk		0.70%	1.19%	+1.8%	+15.9%	+18.1%	+24.9%	+8.9%	−28.0%	$41M

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

Both

5Y2 funds

#			Trend
1	BSCHD	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
2	ACARZ	First Trust S-Network Future Vehicles & Technology ETFRead Desk		0.70%	1.19%	+1.8%	+15.9%	+18.1%	+24.9%	+8.9%	−28.0%	$41M

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

CARZ vs SCHD

CARZ

First Trust S-Network Future Vehicles & Technology

$15,346

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureCARZSCHD

Fee0.70%0.06%

Cost on $10k a year$70$6

Yield1.19%3.00%

5 years, per year+8.9%+10.2%

3 years, per year+24.9%+20.0%

Worst drop · 1Y−28.0%−6.9%

Volatility · 1Y33.3%11.7%

5–1measures won
SCHD first

5.6%

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: CARZ, SCHD

Today

5.6%most shared, CARZ and SCHD

CARZSCHD

CARZ—5.6%

SCHD5.6%—

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

CARZ$119 − $70 = $49

KeptFee

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