FDIS vs SCHD

AFDIS

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FDIS $12,774

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 common6.3%FDIS and SCHD

FDIS

SCHD

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BSchwab U.S. Dividend Equity ETF · $121B

+18.2%3 years · per year$16,516 · $17,908+21.4%

+5.0%5 years · per year$12,774 · $16,881+11.0%

0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%

0.73%12-mo yield$73 · $291 on $10k2.91%

−15.5%Worst dropSmaller wins−6.9%

19.4%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDIS · SCHD

5.0%HD4.1%

0.8%F1.1%

0.4%DRI0.6%

0.4%BBY0.4%

Held in common6.3%

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	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.73%	+4.1%	+4.4%	+3.1%	+18.2%	+5.0%	−15.5%	$1.6B

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	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.73%	+4.1%	+4.4%	+3.1%	+18.2%	+5.0%	−15.5%	$1.6B

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

FDIS vs SCHD

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,774

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFDISSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield0.73%2.91%

5 years, per year+5.0%+11.0%

3 years, per year+18.2%+21.4%

Worst drop · 1Y−15.5%−6.9%

Volatility · 1Y19.4%11.5%

6–0measures won
SCHD first

6.3%

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: FDIS, SCHD

Today

6.3%most shared, FDIS and SCHD

FDISSCHD

FDIS—6.3%

SCHD6.3%—

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

FDIS$73 − $8 = $65

KeptFee

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