FCVT vs SCHD

AFCVT

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.0%FCVT and SCHD

FCVT

SCHD

First Trust SSI Strategic Convertible Securities ETF · $78MSchwab U.S. Dividend Equity ETF · $120B

+14.8%3 years · per year$15,114 · $17,414+20.3%

+1.7%5 years · per year$10,869 · $16,375+10.4%

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

1.29%12-mo yield$129 · $298 on $10k2.98%

−22.3%Worst dropSmaller wins−6.9%

21.1%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFCVT · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.29%	−4.5%	−0.8%	−1.8%	+14.8%	+1.7%	−22.3%	$78M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk	0.95%	1.29%	−4.5%	−0.8%	−1.8%	+14.8%	+1.7%	−22.3%	$78M

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

Cards for this view

FCVT vs SCHD

FCVT

First Trust SSI Strategic Convertible Securities

$10,869

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFCVTSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield1.29%2.98%

5 years, per year+1.7%+10.4%

3 years, per year+14.8%+20.3%

Worst drop · 1Y−22.3%−6.9%

Volatility · 1Y21.1%11.7%

6–0measures won
SCHD first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FCVT, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

FCVTSCHDVIG

FCVT—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

FCVT$129 − $95 = $34

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee