DEED vs SCHD

ADEED

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · DEED $10,155

Lowest cost0.06%SCHD · $6 on $10k

Most income4.73%DEED · $473 on $10k

Smallest drop−5.2%DEED · worst fall in 1Y

Held in common0.0%DEED and SCHD

DEED

SCHD

First Trust Securitized Plus ETF · $51MSchwab U.S. Dividend Equity ETF · $120B

+7.2%3 years · per year$12,328 · $17,266+20.0%

+0.3%5 years · per year$10,155 · $16,267+10.2%

0.66%Expense ratio$66 · $6 on $10k · lower wins0.06%

4.73%12-mo yield$473 · $300 on $10k3.00%

−5.2%Worst dropSmaller wins−6.9%

4.2%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDEED · SCHD

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

Held in common0.0%

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	ADEED	First Trust Securitized Plus ETFRead Desk		0.66%	4.73%	+0.1%	+0.8%	+2.1%	+7.2%	+0.3%	−5.2%	$51M

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	ADEED	First Trust Securitized Plus ETFRead Desk		0.66%	4.73%	+0.1%	+0.8%	+2.1%	+7.2%	+0.3%	−5.2%	$51M

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

DEED vs SCHD

DEED

First Trust Securitized Plus

$10,155

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureDEEDSCHD

Fee0.66%0.06%

Cost on $10k a year$66$6

Yield4.73%3.00%

5 years, per year+0.3%+10.2%

3 years, per year+7.2%+20.0%

Worst drop · 1Y−5.2%−6.9%

Volatility · 1Y4.2%11.7%

3–3measures won
level

0.0%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DEED, SCHD

Today

0.0%most shared, DEED and SCHD

DEEDSCHD

DEED—0.0%

SCHD0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$407most kept, DEED

DEED$473 − $66 = $407

SCHD$300 − $6 = $294

KeptFee

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