FCTR vs SCHD

AFCTR

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FCTR $9,638

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 common3.4%FCTR and SCHD

FCTR

SCHD

First Trust Lunt U.S. Factor Rotation ETF · $45MSchwab U.S. Dividend Equity ETF · $121B

+13.2%3 years · per year$14,489 · $17,908+21.4%

−0.7%5 years · per year$9,638 · $16,881+11.0%

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

0.64%12-mo yield$64 · $291 on $10k2.91%

−21.3%Worst dropSmaller wins−6.9%

21.2%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCTR · SCHD

0.7%COP4.1%

0.6%CVX4.2%

0.6%F1.1%

0.7%DINO0.4%

Held in common3.4%

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	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.64%	−1.5%	−8.6%	−10.6%	+13.2%	−0.7%	−21.3%	$45M

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	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk		0.65%	0.64%	−1.5%	−8.6%	−10.6%	+13.2%	−0.7%	−21.3%	$45M

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

FCTR vs SCHD

FCTR

First Trust Lunt U.S. Factor Rotation

$9,638

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFCTRSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield0.64%2.91%

5 years, per year−0.7%+11.0%

3 years, per year+13.2%+21.4%

Worst drop · 1Y−21.3%−6.9%

Volatility · 1Y21.2%11.5%

6–0measures won
SCHD first

3.4%

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: FCTR, SCHD

Today

3.4%most shared, FCTR and SCHD

FCTRSCHD

FCTR—3.4%

SCHD3.4%—

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

FCTR$64 − $65 = −$1

KeptFee

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