FDRR vs SCHD

AFDRR

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,732FDRR · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common16.0%FDRR and SCHD

FDRR

SCHD

Fidelity Dividend ETF for Rising Rates · $762MSchwab U.S. Dividend Equity ETF · $122B

+22.3%3 years · per year$18,296 · $17,123+19.6%

+12.1%5 years · per year$17,732 · $16,459+10.5%

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

2.06%12-mo yield$206 · $296 on $10k2.96%

−8.5%Worst dropSmaller wins−6.9%

12.2%VolatilityLower wins11.8%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDRR · SCHD

1.5%UNH3.9%

1.4%MRK3.8%

1.2%HD4.3%

1.1%KO4.3%

Held in common16.0%

End-of-day Nov 9, 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	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk	0.15%	2.06%	+1.9%	+13.1%	+17.3%	+22.3%	+12.1%	−8.5%	$762M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk	0.15%	2.06%	+1.9%	+13.1%	+17.3%	+22.3%	+12.1%	−8.5%	$762M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 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

$17,732

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureFDRRSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield2.06%2.96%

5 years, per year+12.1%+10.5%

3 years, per year+22.3%+19.6%

Worst drop · 1Y−8.5%−6.9%

Volatility · 1Y12.2%11.8%

4–2measures won
SCHD first

16.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FDRR, SCHD, VIG

Today

39.1%most shared, FDRR and VIG

FDRRSCHDVIG

FDRR—16.0%39.1%

SCHD16.0%—14.5%

VIG39.1%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

FDRR$206 − $15 = $191

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee