DDIV vs SCHD

ADDIV

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · DDIV $15,413

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common11.6%DDIV and SCHD

DDIV

SCHD

First Trust Dorsey Wright Momentum & Dividend ETF · $73MSchwab U.S. Dividend Equity ETF · $121B

+22.1%3 years · per year$18,183 · $17,784+21.2%

+9.0%5 years · per year$15,413 · $16,352+10.3%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

1.64%12-mo yield$164 · $297 on $10k2.97%

−11.3%Worst dropSmaller wins−6.9%

14.6%VolatilityLower wins11.4%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDDIV · SCHD

4.3%CVX4.2%

3.2%AMGN4.1%

2.9%MRK3.8%

3.4%PFG0.5%

Held in common11.6%

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	BSCHD	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	ADDIV	First Trust Dorsey Wright Momentum & Dividend ETFRead Desk		0.60%	1.64%	−0.4%	+9.8%	+16.7%	+22.1%	+9.0%	−11.3%	$73M

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	BSCHD	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	ADDIV	First Trust Dorsey Wright Momentum & Dividend ETFRead Desk		0.60%	1.64%	−0.4%	+9.8%	+16.7%	+22.1%	+9.0%	−11.3%	$73M

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

DDIV vs SCHD

DDIV

First Trust Dorsey Wright Momentum & Dividend

$15,413

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureDDIVSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield1.64%2.97%

5 years, per year+9.0%+10.3%

3 years, per year+22.1%+21.2%

Worst drop · 1Y−11.3%−6.9%

Volatility · 1Y14.6%11.4%

5–1measures won
SCHD first

11.6%

holdings shared

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: DDIV, SCHD

Today

11.6%most shared, DDIV and SCHD

DDIVSCHD

DDIV—11.6%

SCHD11.6%—

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

DDIV$164 − $60 = $104

KeptFee

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