FCFY vs SCHD

AFCFY

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common12.0%FCFY and SCHD

FCFY

SCHD

First Trust S&P 500 Diversified Free Cash Flow ETF · $2MSchwab U.S. Dividend Equity ETF · $120B

+20.0%3 years · per year$17,267 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

1.23%12-mo yield$123 · $300 on $10k3.00%

−11.9%Worst dropSmaller wins−6.9%

17.0%VolatilityLower wins11.7%

0–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCFY · SCHD

3.8%ACN3.9%

3.9%CMCSA2.1%

1.3%QCOM3.6%

0.6%MO3.1%

Held in common12.0%

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AFCFY	First Trust S&P 500 Diversified Free Cash Flow ETFRead Desk		0.60%	1.23%	−1.8%	+13.5%	+18.4%	+20.0%	new	−11.9%	$2M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AFCFY	First Trust S&P 500 Diversified Free Cash Flow ETFRead Desk		0.60%	1.23%	−1.8%	+13.5%	+18.4%	+20.0%	new	−11.9%	$2M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FCFY vs SCHD

FCFY

First Trust S&P 500 Diversified Free Cash Flow

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFCFYSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield1.23%3.00%

5 years, per year[…]+10.2%

3 years, per year+20.0%+20.0%

Worst drop · 1Y−11.9%−6.9%

Volatility · 1Y17.0%11.7%

4–0measures won
SCHD first

12.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FCFY, SCHD

Today

12.0%most shared, FCFY and SCHD

FCFYSCHD

FCFY—12.0%

SCHD12.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

FCFY$123 − $60 = $63

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee