FDVV vs SCHD

AFDVV

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,589FDVV · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 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

+21.1%3 years · per year$17,767 · $17,266+20.0%

+13.2%5 years · per year$18,589 · $16,267+10.2%

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

2.79%12-mo yield$279 · $300 on $10k3.00%

−9.3%Worst dropSmaller wins−6.9%

11.5%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDVV · SCHD

2.2%KO4.3%

2.0%PG4.5%

1.8%MO3.1%

1.7%HD4.3%

Held in common16.1%

End-of-day Nov 6, 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	AFDVV	Fidelity High Dividend ETF Read Desk	0.15%	2.79%	−0.6%	+10.9%	+13.9%	+21.1%	+13.2%	−9.3%	$10.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFDVV	Fidelity High Dividend ETF Read Desk	0.15%	2.79%	−0.6%	+10.9%	+13.9%	+21.1%	+13.2%	−9.3%	$10.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 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

$18,589

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFDVVSCHD

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield2.79%3.00%

5 years, per year+13.2%+10.2%

3 years, per year+21.1%+20.0%

Worst drop · 1Y−9.3%−6.9%

Volatility · 1Y11.5%11.7%

3–3measures won
level

16.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FDVV, SCHD, VIG

Today

31.6%most shared, FDVV and VIG

FDVVSCHDVIG

FDVV—16.1%31.6%

SCHD16.1%—14.5%

VIG31.6%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

FDVV$279 − $15 = $264

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee