FCTR vs SCHD

AFCTR

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common9.6%FCTR and SCHD

FCTR

SCHD

First Trust Lunt U.S. Factor Rotation ETF · $46MSchwab U.S. Dividend Equity ETF · $120B

+11.9%3 years · per year$14,020 · $17,266+20.0%

−1.4%5 years · per year$9,336 · $16,267+10.2%

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

0.65%12-mo yield$65 · $300 on $10k3.00%

−22.9%Worst dropSmaller wins−6.9%

21.0%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFCTR · SCHD

1.2%KO4.3%

1.1%CMCSA2.1%

0.8%PG4.5%

0.6%FAST1.4%

Held in common9.6%

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk	0.65%	0.65%	−1.3%	−10.5%	−10.7%	+11.9%	−1.4%	−22.9%	$46M

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

All Three

5Y3 funds

#
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AFCTR	First Trust Lunt U.S. Factor Rotation ETFRead Desk	0.65%	0.65%	−1.3%	−10.5%	−10.7%	+11.9%	−1.4%	−22.9%	$46M

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

FCTR vs SCHD

FCTR

First Trust Lunt U.S. Factor Rotation

$9,336

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFCTRSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield0.65%3.00%

5 years, per year−1.4%+10.2%

3 years, per year+11.9%+20.0%

Worst drop · 1Y−22.9%−6.9%

Volatility · 1Y21.0%11.7%

6–0measures won
SCHD first

9.6%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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

Overlap: FCTR, SCHD, VUG

Today

9.6%most shared, FCTR and SCHD

FCTRSCHDVUG

FCTR—9.6%8.0%

SCHD9.6%—0.8%

VUG8.0%0.8%—

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

VUG$42 − $3 = $39

FCTR$65 − $65 = $0

KeptFee

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