FDFF vs SCHD

AFDFF

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · IGV $11,265

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 common0.7%FDFF and SCHD

FDFF

SCHD

Fidelity Disruptive Finance ETF · $44MSchwab U.S. Dividend Equity ETF · $120B

+15.8%3 years · per year$15,517 · $17,266+20.0%

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

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

0.96%12-mo yield$96 · $300 on $10k3.00%

−18.1%Worst dropSmaller wins−6.9%

19.7%VolatilityLower wins11.7%

0–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDFF · SCHD

1.2%ARES0.7%

Held in common0.7%

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	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−0.2%	+2.9%	+4.8%	+15.8%	new	−18.1%	$44M

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	IGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	−0.1%	−6.4%	−11.5%	+13.3%	+2.4%	−33.2%	$12.4B
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−0.2%	+2.9%	+4.8%	+15.8%	new	−18.1%	$44M

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

FDFF vs SCHD

FDFF

Fidelity Disruptive Finance

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFDFFSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield0.96%3.00%

5 years, per year[…]+10.2%

3 years, per year+15.8%+20.0%

Worst drop · 1Y−18.1%−6.9%

Volatility · 1Y19.7%11.7%

5–0measures won
SCHD first

0.7%

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: FDFF, SCHD, IGV

Today

1.2%most shared, FDFF and IGV

FDFFSCHDIGV

FDFF—0.7%1.2%

SCHD0.7%—0.0%

IGV1.2%0.0%—

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

FDFF$96 − $50 = $46

IGV$2 − $38 = −$36

KeptFee

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