EKG vs SCHD

AEKG

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF · SCHD $16,352

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 common0.0%EKG and SCHD

EKG

SCHD

First Trust Nasdaq Lux Digital Health Solutions ETF · $9MSchwab U.S. Dividend Equity ETF · $121B

+24.7%3 years · per year$19,387 · $17,784+21.2%

[…]5 years · per year[…] · $16,352+10.3%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $297 on $10k2.97%

−22.1%Worst dropSmaller wins−6.9%

24.9%VolatilityLower wins11.4%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEKG · SCHD

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

Held in common0.0%

End-of-day Nov 4, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	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
3	AEKG	First Trust Nasdaq Lux Digital Health Solutions ETFRead Desk	0.65%	0.00%	+1.1%	+24.9%	+28.7%	+24.7%	new	−22.1%	$9M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	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
3	AEKG	First Trust Nasdaq Lux Digital Health Solutions ETFRead Desk	0.65%	0.00%	+1.1%	+24.9%	+28.7%	+24.7%	new	−22.1%	$9M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EKG vs SCHD

EKG

First Trust Nasdaq Lux Digital Health Solutions

[…]

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureEKGSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield0.00%2.97%

5 years, per year[…]+10.3%

3 years, per year+24.7%+21.2%

Worst drop · 1Y−22.1%−6.9%

Volatility · 1Y24.9%11.4%

4–1measures won
SCHD first

0.0%

holdings shared

Nov 4, 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 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 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 4, 2026

Overlap: EKG, SCHD, IWF

Today

3.5%most shared, SCHD and IWF

EKGSCHDIWF

EKG—0.0%0.9%

SCHD0.0%—3.5%

IWF0.9%3.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

IWF$37 − $18 = $19

EKG$0 − $65 = −$65

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee