FDT vs SCHD

AFDT

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,386FDT · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income3.03%FDT · $303 on $10k

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

Held in common0.0%FDT and SCHD

FDT

SCHD

First Trust Developed Markets ex-US AlphaDEX Fund · $1.4BSchwab U.S. Dividend Equity ETF · $123B

+28.4%3 years · per year$21,163 · $17,908+21.4%

+11.7%5 years · per year$17,386 · $16,881+11.0%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

3.03%12-mo yield$303 · $291 on $10k2.91%

−13.4%Worst dropSmaller wins−6.9%

21.6%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDT · SCHD

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

Held in common0.0%

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	AFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk		0.80%	3.03%	+2.3%	+16.1%	+20.9%	+28.4%	+11.7%	−13.4%	$1.4B
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	AFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk		0.80%	3.03%	+2.3%	+16.1%	+20.9%	+28.4%	+11.7%	−13.4%	$1.4B
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

FDT vs SCHD

FDT

First Trust Developed Markets ex-US AlphaDEX Fund

$17,386

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFDTSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield3.03%2.91%

5 years, per year+11.7%+11.0%

3 years, per year+28.4%+21.4%

Worst drop · 1Y−13.4%−6.9%

Volatility · 1Y21.6%11.5%

3–3measures won
level

0.0%

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: FDT, SCHD

Today

0.0%most shared, FDT and SCHD

FDTSCHD

FDT—0.0%

SCHD0.0%—

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

FDT$303 − $80 = $223

KeptFee

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