FDIV vs SCHD

AFDIV

BSCHD

Measures won0–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SCHD $16,375

Lowest cost0.03%VOO · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common12.1%FDIV and SCHD

FDIV

SCHD

MarketDesk Focused U.S. Dividend ETF · $60MSchwab U.S. Dividend Equity ETF · $123B

+9.0%3 years · per year$12,953 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

2.40%12-mo yield$240 · $298 on $10k2.98%

−9.6%Worst dropSmaller wins−6.9%

12.9%VolatilityLower wins11.7%

0–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDIV · SCHD

2.0%QCOM3.9%

2.0%TXN4.7%

2.0%KO4.2%

2.0%UNH3.9%

Held in common12.1%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AFDIV	MarketDesk Focused U.S. Dividend ETFRead Desk	0.35%	2.40%	−2.6%	+4.9%	+9.8%	+9.0%	new	−9.6%	$60M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AFDIV	MarketDesk Focused U.S. Dividend ETFRead Desk	0.35%	2.40%	−2.6%	+4.9%	+9.8%	+9.0%	new	−9.6%	$60M

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

FDIV vs SCHD

FDIV

MarketDesk Focused U.S. Dividend

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFDIVSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield2.40%2.98%

5 years, per year[…]+10.4%

3 years, per year+9.0%+20.3%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y12.9%11.7%

5–0measures won
SCHD first

12.1%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: FDIV, SCHD, VOO

Today

12.1%most shared, FDIV and SCHD

FDIVSCHDVOO

FDIV—12.1%6.9%

SCHD12.1%—7.6%

VOO6.9%7.6%—

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

FDIV$240 − $35 = $205

VOO$110 − $3 = $107

KeptFee

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