FDVV vs SCHD

AFDVV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,381FDVV · 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 common15.9%FDVV and SCHD

FDVV

SCHD

Fidelity High Dividend ETF · $10.2BSchwab U.S. Dividend Equity ETF · $121B

+23.2%3 years · per year$18,683 · $17,908+21.4%

+14.1%5 years · per year$19,380 · $16,881+11.0%

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

2.69%12-mo yield$269 · $291 on $10k2.91%

−9.3%Worst dropSmaller wins−6.9%

11.0%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDVV · SCHD

2.2%KO4.2%

1.9%PG4.3%

1.8%MO3.0%

1.6%HD4.1%

Held in common15.9%

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	AFDVV	Fidelity High Dividend ETF Read Desk		0.15%	2.69%	+2.8%	+15.1%	+17.7%	+23.2%	+14.1%	−9.3%	$10.2B
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%	$121.5B

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	AFDVV	Fidelity High Dividend ETF Read Desk		0.15%	2.69%	+2.8%	+15.1%	+17.7%	+23.2%	+14.1%	−9.3%	$10.2B
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%	$121.5B

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

FDVV vs SCHD

FDVV

Fidelity High Dividend ETF

$19,381

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFDVVSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield2.69%2.91%

5 years, per year+14.1%+11.0%

3 years, per year+23.2%+21.4%

Worst drop · 1Y−9.3%−6.9%

Volatility · 1Y11.0%11.5%

3–3measures won
level

15.9%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FDVV, SCHD

Today

15.9%most shared, FDVV and SCHD

FDVVSCHD

FDVV—15.9%

SCHD15.9%—

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

FDVV$269 − $15 = $254

KeptFee

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