FAD vs SCHD

AFAD

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FAD $14,684

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common2.2%FAD and SCHD

FAD

SCHD

First Trust Multi Cap Growth AlphaDEX Fund · $586MSchwab U.S. Dividend Equity ETF · $121B

+24.3%3 years · per year$19,184 · $17,908+21.4%

+8.0%5 years · per year$14,684 · $16,881+11.0%

0.63%Expense ratio$63 · $6 on $10k · lower wins0.06%

0.09%12-mo yield$9 · $291 on $10k2.91%

−12.5%Worst dropSmaller wins−6.9%

20.9%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFAD · SCHD

0.4%AMGN4.1%

0.4%MRK3.7%

0.3%TXN4.8%

0.3%ARES0.7%

Held in common2.2%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk		0.63%	0.09%	+0.6%	+10.0%	+8.7%	+24.3%	+8.0%	−12.5%	$586M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk		0.63%	0.09%	+0.6%	+10.0%	+8.7%	+24.3%	+8.0%	−12.5%	$586M

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

FAD vs SCHD

FAD

First Trust Multi Cap Growth AlphaDEX Fund

$14,684

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFADSCHD

Fee0.63%0.06%

Cost on $10k a year$63$6

Yield0.09%2.91%

5 years, per year+8.0%+11.0%

3 years, per year+24.3%+21.4%

Worst drop · 1Y−12.5%−6.9%

Volatility · 1Y20.9%11.5%

5–1measures won
SCHD first

2.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FAD, SCHD

Today

2.2%most shared, FAD and SCHD

FADSCHD

FAD—2.2%

SCHD2.2%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FAD$9 − $63 = −$54

KeptFee

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