FDN vs SCHD

AFDN

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common0.0%FDN and SCHD

FDN

SCHD

First Trust Dow Jones Internet Index Fund · $4.7BSchwab U.S. Dividend Equity ETF · $121B

+21.4%3 years · per year$17,878 · $17,784+21.2%

+1.8%5 years · per year$10,948 · $16,352+10.3%

0.49%Expense ratio$49 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $297 on $10k2.97%

−20.4%Worst dropSmaller wins−6.9%

21.3%VolatilityLower wins11.4%

1–5SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDN · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	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
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
4	AFDN	First Trust Dow Jones Internet Index FundRead Desk	0.49%	0.00%	+1.2%	−1.0%	−6.2%	+21.4%	+1.8%	−20.4%	$4.7B

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

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	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
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.9%	+24.0%	+9.0%	−14.8%	$54.2B
4	AFDN	First Trust Dow Jones Internet Index FundRead Desk	0.49%	0.00%	+1.2%	−1.0%	−6.2%	+21.4%	+1.8%	−20.4%	$4.7B

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

FDN vs SCHD

FDN

First Trust Dow Jones Internet Index Fund

$10,948

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureFDNSCHD

Fee0.49%0.06%

Cost on $10k a year$49$6

Yield0.00%2.97%

5 years, per year+1.8%+10.3%

3 years, per year+21.4%+21.2%

Worst drop · 1Y−20.4%−6.9%

Volatility · 1Y21.3%11.4%

5–1measures won
SCHD first

0.0%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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: FDN, SCHD, VIG, XLF

Today

19.5%most shared, VIG and XLF

FDNSCHDVIGXLF

FDN—0.0%2.9%0.6%

SCHD0.0%—14.5%3.4%

VIG2.9%14.5%—19.5%

XLF0.6%3.4%19.5%—

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

VIG$147 − $4 = $143

XLF$144 − $8 = $136

FDN$0 − $49 = −$49

KeptFee

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