FDVV vs SCHD

AFDVV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · FDVV $18,825

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 common16.1%FDVV and SCHD

FDVV

SCHD

Fidelity High Dividend ETF · $10.4BSchwab U.S. Dividend Equity ETF · $120B

+21.0%3 years · per year$17,732 · $17,123+19.6%

+13.5%5 years · per year$18,825 · $16,459+10.5%

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

2.74%12-mo yield$274 · $296 on $10k2.96%

−9.3%Worst dropSmaller wins−6.9%

11.6%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDVV · SCHD

2.2%KO4.3%

2.0%PG4.4%

1.8%MO3.0%

1.7%HD4.3%

Held in common16.1%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AFDVV	Fidelity High Dividend ETF Read Desk	0.15%	2.74%	+1.8%	+12.9%	+16.4%	+21.0%	+13.5%	−9.3%	$10.4B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
4	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AFDVV	Fidelity High Dividend ETF Read Desk	0.15%	2.74%	+1.8%	+12.9%	+16.4%	+21.0%	+13.5%	−9.3%	$10.4B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
4	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

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

FDVV vs SCHD

FDVV

Fidelity High Dividend ETF

$18,825

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureFDVVSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield2.74%2.96%

5 years, per year+13.5%+10.5%

3 years, per year+21.0%+19.6%

Worst drop · 1Y−9.3%−6.9%

Volatility · 1Y11.6%11.8%

3–3measures won
level

16.1%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$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

Overlap: FDVV, SCHD, SMH, VIG

Today

31.7%most shared, FDVV and VIG

FDVVSCHDSMHVIG

FDVV—16.1%10.0%31.7%

SCHD16.1%—8.2%14.5%

SMH10.0%8.2%—10.3%

VIG31.7%14.5%10.3%—

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

FDVV$274 − $15 = $259

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

KeptFee

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