FBCV vs SCHD

AFBCV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,458FBCV · SCHD $16,881

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 common9.7%FBCV and SCHD

FBCV

SCHD

Fidelity Blue Chip Value ETF · $184MSchwab U.S. Dividend Equity ETF · $121B

+21.6%3 years · per year$17,960 · $17,908+21.4%

+11.8%5 years · per year$17,458 · $16,881+11.0%

0.57%Expense ratio$57 · $6 on $10k · lower wins0.06%

2.23%12-mo yield$223 · $291 on $10k2.91%

−7.1%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFBCV · SCHD

2.5%MRK3.7%

1.9%COP4.1%

1.4%UNH4.0%

1.4%PG4.3%

Held in common9.7%

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	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.23%	+2.9%	+27.3%	+33.8%	+21.6%	+11.8%	−7.1%	$184M
2	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

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	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.23%	+2.9%	+27.3%	+33.8%	+21.6%	+11.8%	−7.1%	$184M
2	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

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

FBCV vs SCHD

FBCV

Fidelity Blue Chip Value

$17,458

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFBCVSCHD

Fee0.57%0.06%

Cost on $10k a year$57$6

Yield2.23%2.91%

5 years, per year+11.8%+11.0%

3 years, per year+21.6%+21.4%

Worst drop · 1Y−7.1%−6.9%

Volatility · 1Y10.8%11.5%

3–3measures won
level

9.7%

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: FBCV, SCHD

Today

9.7%most shared, FBCV and SCHD

FBCVSCHD

FBCV—9.7%

SCHD9.7%—

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

FBCV$223 − $57 = $166

KeptFee

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