FDD vs SCHD

AFDD

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · FDD $17,879

Lowest cost0.06%SCHD · $6 on $10k

Most income5.60%FDD · $560 on $10k

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

Held in common0.0%FDD and SCHD

FDD

SCHD

First Trust STOXX European Select Dividend Index Fund · $871MSchwab U.S. Dividend Equity ETF · $120B

+28.9%3 years · per year$21,430 · $17,266+20.0%

+12.3%5 years · per year$17,879 · $16,267+10.2%

0.56%Expense ratio$56 · $6 on $10k · lower wins0.06%

5.60%12-mo yield$560 · $300 on $10k3.00%

−9.4%Worst dropSmaller wins−6.9%

16.7%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDD · SCHD

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AFDD	First Trust STOXX European Select Dividend Index FundRead Desk	0.56%	5.60%	−2.8%	+13.1%	+23.8%	+28.9%	+12.3%	−9.4%	$871M
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AFDD	First Trust STOXX European Select Dividend Index FundRead Desk	0.56%	5.60%	−2.8%	+13.1%	+23.8%	+28.9%	+12.3%	−9.4%	$871M
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

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

FDD vs SCHD

FDD

First Trust STOXX European Select Dividend Index Fund

$17,879

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFDDSCHD

Fee0.56%0.06%

Cost on $10k a year$56$6

Yield5.60%3.00%

5 years, per year+12.3%+10.2%

3 years, per year+28.9%+20.0%

Worst drop · 1Y−9.4%−6.9%

Volatility · 1Y16.7%11.7%

3–3measures won
level

0.0%

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX 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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FDD, SCHD, SMH

Today

7.9%most shared, SCHD and SMH

FDDSCHDSMH

FDD—0.0%0.0%

SCHD0.0%—7.9%

SMH0.0%7.9%—

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

Income After Fees on $10,000

$504most kept, FDD

FDD$560 − $56 = $504

SCHD$300 − $6 = $294

SMH$24 − $35 = −$11

KeptFee

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