DFEB vs SCHD

ADFEB

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · DFEB $14,568

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−4.1%DFEB · worst fall in 1Y

Held in common[…]DFEB and SCHD

DFEB

SCHD

FT Vest U.S. Equity Deep Buffer ETF - February · $456MSchwab U.S. Dividend Equity ETF · $123B

+14.1%3 years · per year$14,835 · $17,414+20.3%

+7.8%5 years · per year$14,568 · $16,375+10.4%

0.85%Expense ratio$85 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $298 on $10k2.98%

−4.1%Worst dropSmaller wins−6.9%

5.7%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFEB · SCHD

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

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ADFEB	FT Vest U.S. Equity Deep Buffer ETF - FebruaryRead Desk	0.85%	0.00%	−2.2%	+6.6%	+8.7%	+14.1%	+7.8%	−4.1%	$456M
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

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

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ADFEB	FT Vest U.S. Equity Deep Buffer ETF - FebruaryRead Desk	0.85%	0.00%	−2.2%	+6.6%	+8.7%	+14.1%	+7.8%	−4.1%	$456M
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

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

Cards for this view

DFEB vs SCHD

DFEB

FT Vest U.S. Equity Deep Buffer ETF - February

$14,568

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureDFEBSCHD

Fee0.85%0.06%

Cost on $10k a year$85$6

Yield0.00%2.98%

5 years, per year+7.8%+10.4%

3 years, per year+14.1%+20.3%

Worst drop · 1Y−4.1%−6.9%

Volatility · 1Y5.7%11.7%

4–2measures won
SCHD first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFEB, SCHD, JEPI

Today

8.1%most shared, SCHD and JEPI

DFEBSCHDJEPI

DFEB—[…][…]

SCHD[…]—8.1%

JEPI[…]8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$298 − $6 = $292

DFEB$0 − $85 = −$85

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee