FDM vs SCHD

AFDM

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · FDM $15,861

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common0.1%FDM and SCHD

FDM

SCHD

First Trust Dow Jones Select MicroCap Index Fund · $271MSchwab U.S. Dividend Equity ETF · $121B

+22.6%3 years · per year$18,436 · $17,784+21.2%

+9.7%5 years · per year$15,861 · $16,352+10.3%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

1.51%12-mo yield$151 · $297 on $10k2.97%

−9.3%Worst dropSmaller wins−6.9%

16.8%VolatilityLower wins11.4%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDM · SCHD

1.4%ORRF0.0%

1.3%IBCP0.0%

1.1%CCBG0.0%

0.8%EBF0.0%

Held in common0.1%

End-of-day Nov 3, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.51%	−1.0%	+15.1%	+25.1%	+22.6%	+9.7%	−9.3%	$271M
3	LITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk	0.90%	2.73%	−0.2%	+17.0%	+22.9%	new	new	−9.4%	$8M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.51%	−1.0%	+15.1%	+25.1%	+22.6%	+9.7%	−9.3%	$271M
3	LITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk	0.90%	2.73%	−0.2%	+17.0%	+22.9%	new	new	−9.4%	$8M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDM vs SCHD

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,861

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureFDMSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield1.51%2.97%

5 years, per year+9.7%+10.3%

3 years, per year+22.6%+21.2%

Worst drop · 1Y−9.3%−6.9%

Volatility · 1Y16.8%11.4%

5–1measures won
SCHD first

0.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FDM, LITL, SCHD

Today

5.5%most shared, FDM and LITL

FDMLITLSCHD

FDM—5.5%0.1%

LITL5.5%—0.1%

SCHD0.1%0.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

LITL$273 − $90 = $183

FDM$151 − $65 = $86

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee