FCFY vs SCHB

AFCFY

BSCHB

Measures won1–4SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,894SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.21%FCFY · $121 on $10k

Smallest drop−8.9%SCHB · worst fall in 1Y

Held in common7.3%FCFY and SCHB

FCFY

SCHB

First Trust S&P 500 Diversified Free Cash Flow ETF · $2MSchwab U.S. Broad Market ETF · $44.0B

+21.2%3 years · per year$17,812 · $18,993+23.8%

[…]5 years · per year[…] · $16,894+11.1%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

1.21%12-mo yield$121 · $106 on $10k1.06%

−11.9%Worst dropSmaller wins−8.9%

16.6%VolatilityLower wins13.1%

1–4SCHB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCFY · SCHB

0.5%WFC0.4%

1.8%IBM0.3%

0.5%GILD0.3%

0.4%C0.3%

Held in common7.3%

End-of-day Nov 3, 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
2	AFCFY	First Trust S&P 500 Diversified Free Cash Flow ETFRead Desk		0.60%	1.21%	0.0%	+15.3%	+19.5%	+21.2%	new	−11.9%	$2M

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

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.06%	+0.3%	+11.6%	+11.7%	+23.8%	+11.1%	−8.9%	$44.0B
2	AFCFY	First Trust S&P 500 Diversified Free Cash Flow ETFRead Desk		0.60%	1.21%	0.0%	+15.3%	+19.5%	+21.2%	new	−11.9%	$2M

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

Cards for this view

FCFY vs SCHB

FCFY

First Trust S&P 500 Diversified Free Cash Flow

[…]

SCHB

Schwab U.S. Broad Market

$16,894

MeasureFCFYSCHB

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield1.21%1.06%

5 years, per year[…]+11.1%

3 years, per year+21.2%+23.8%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y16.6%13.1%

4–1measures won
SCHB first

7.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

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 3, 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 3, 2026

Overlap: FCFY, SCHB

Today

7.3%most shared, FCFY and SCHB

FCFYSCHB

FCFY—7.3%

SCHB7.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

FCFY$121 − $60 = $61

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee