FDIV vs VYM

AFDIV

BVYM

Measures won1–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,742VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.34%FDIV · $234 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common17.0%FDIV and VYM

FDIV

VYM

MarketDesk Focused U.S. Dividend ETF · $60MVanguard High Dividend Yield ETF · $78.9B

+10.4%3 years · per year$13,462 · $17,970+21.6%

[…]5 years · per year[…] · $17,742+12.2%

0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%

2.34%12-mo yield$234 · $222 on $10k2.22%

−9.6%Worst dropSmaller wins−6.7%

12.6%VolatilityLower wins10.1%

1–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDIV · VYM

2.0%JPM3.8%

2.0%KO1.4%

2.0%UNH1.4%

2.1%TXN1.1%

Held in common17.0%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	AFDIV	MarketDesk Focused U.S. Dividend ETFRead Desk		0.35%	2.34%	+2.2%	+7.8%	+12.7%	+10.4%	new	−9.6%	$60M

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	AFDIV	MarketDesk Focused U.S. Dividend ETFRead Desk		0.35%	2.34%	+2.2%	+7.8%	+12.7%	+10.4%	new	−9.6%	$60M

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

FDIV vs VYM

FDIV

MarketDesk Focused U.S. Dividend

[…]

VYM

Vanguard High Dividend Yield

$17,742

MeasureFDIVVYM

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield2.34%2.22%

5 years, per year[…]+12.2%

3 years, per year+10.4%+21.6%

Worst drop · 1Y−9.6%−6.7%

Volatility · 1Y12.6%10.1%

4–1measures won
VYM first

17.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FDIV, VYM

Today

17.0%most shared, FDIV and VYM

FDIVVYM

FDIV—17.0%

VYM17.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$218most kept, VYM

VYM$222 − $4 = $218

FDIV$234 − $35 = $199

KeptFee

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