FDRR vs SCHD

AFDRR

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,327FDRR · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common15.7%FDRR and SCHD

FDRR

SCHD

Fidelity Dividend ETF for Rising Rates · $749MSchwab U.S. Dividend Equity ETF · $123B

+24.5%3 years · per year$19,291 · $17,908+21.4%

+12.9%5 years · per year$18,327 · $16,881+11.0%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

2.01%12-mo yield$201 · $291 on $10k2.91%

−8.5%Worst dropSmaller wins−6.9%

11.5%VolatilityLower wins11.5%

2–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDRR · SCHD

1.5%UNH4.0%

1.3%MRK3.7%

1.1%HD4.1%

1.0%KO4.2%

Held in common15.7%

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	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.01%	+2.1%	+15.6%	+18.6%	+24.5%	+12.9%	−8.5%	$749M
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%	$122.9B

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	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.01%	+2.1%	+15.6%	+18.6%	+24.5%	+12.9%	−8.5%	$749M
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%	$122.9B

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

FDRR vs SCHD

FDRR

Fidelity Dividend ETF for Rising Rates

$18,327

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFDRRSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield2.01%2.91%

5 years, per year+12.9%+11.0%

3 years, per year+24.5%+21.4%

Worst drop · 1Y−8.5%−6.9%

Volatility · 1Y11.5%11.5%

3–2measures won
SCHD first

15.7%

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: FDRR, SCHD

Today

15.7%most shared, FDRR and SCHD

FDRRSCHD

FDRR—15.7%

SCHD15.7%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FDRR$201 − $15 = $186

KeptFee

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