FDL vs SCHD

AFDL

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,479FDL · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income3.54%FDL · $354 on $10k

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

Held in common35.0%FDL and SCHD

FDL

SCHD

First Trust Morningstar Dividend Leaders Index Fund · $8.5BSchwab U.S. Dividend Equity ETF · $121B

+25.0%3 years · per year$19,529 · $17,908+21.4%

+15.4%5 years · per year$20,479 · $16,881+11.0%

0.43%Expense ratio$43 · $6 on $10k · lower wins0.06%

3.54%12-mo yield$354 · $291 on $10k2.91%

−7.2%Worst dropSmaller wins−6.9%

12.5%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDL · SCHD

9.0%CVX4.2%

5.1%PEP3.8%

6.7%VZ3.5%

3.4%ACN3.7%

Held in common35.0%

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	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk		0.43%	3.54%	+2.2%	+26.9%	+34.4%	+25.0%	+15.4%	−7.2%	$8.5B
2	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

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	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk		0.43%	3.54%	+2.2%	+26.9%	+34.4%	+25.0%	+15.4%	−7.2%	$8.5B
2	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

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

FDL vs SCHD

FDL

First Trust Morningstar Dividend Leaders Index Fund

$20,479

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFDLSCHD

Fee0.43%0.06%

Cost on $10k a year$43$6

Yield3.54%2.91%

5 years, per year+15.4%+11.0%

3 years, per year+25.0%+21.4%

Worst drop · 1Y−7.2%−6.9%

Volatility · 1Y12.5%11.5%

3–3measures won
level

35.0%

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%

$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: FDL, SCHD

Today

35.0%most shared, FDL and SCHD

FDLSCHD

FDL—35.0%

SCHD35.0%—

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

Income After Fees on $10,000

$311most kept, FDL

FDL$354 − $43 = $311

SCHD$291 − $6 = $285

KeptFee

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