FDLS vs SCHD5YFDLSFDLSAvsBSCHDSCHDInspire Fidelis Multi Factor ETF · $252MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in+19.9%3 years · per year$17,225 · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.66%Expense ratio$66 · $6 on $10k · lower wins0.06%0.87%12-mo yield$87 · $292 on $10k2.92%
$10,000 in FDLS, JEPQ, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: FDLS, JEPQ, SCHDToday3.8%most shared, JEPQ and SCHDFDLSJEPQSCHDFDLS—2.1%2.4%JEPQ2.1%—3.8%SCHD2.4%3.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
FDLS vs SCHD5YAFDLSInspire Fidelis Multi Factor[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureFDLSSCHDFee0.66%0.06%Cost on $10k a year$66$6Yield0.87%2.92%5 years, per year[…]+10.4%3 years, per year+19.9%+20.2%Worst drop · 1Y−10.8%−6.9%Volatility · 1Y17.3%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2AFDLSInspire Fidelis Multi Factor ETFReadDesk0.66%0.87%−0.5%+14.1%+15.2%+19.9%new−10.8%$252M3JEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2AFDLSInspire Fidelis Multi Factor ETFReadDesk0.66%0.87%−0.5%+14.1%+15.2%+19.9%new−10.8%$252M3JEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: FDLS, JEPQ, SCHDToday3.8%most shared, JEPQ and SCHDFDLSJEPQSCHDFDLS—2.1%2.4%JEPQ2.1%—3.8%SCHD2.4%3.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,202most kept, JEPQJEPQ$1,237 − $35 = $1,202SCHD$292 − $6 = $286FDLS$87 − $66 = $21KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee