FENY vs SCHD

AFENY

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$24,750FENY · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common12.9%FENY and SCHD

FENY

SCHD

Fidelity MSCI Energy Index ETF · $2.1BSchwab U.S. Dividend Equity ETF · $123B

+16.0%3 years · per year$15,619 · $17,414+20.3%

+19.9%5 years · per year$24,750 · $16,375+10.4%

0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%

2.34%12-mo yield$234 · $298 on $10k2.98%

−14.9%Worst dropSmaller wins−6.9%

23.3%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFENY · SCHD

15.0%CVX3.9%

6.3%COP3.8%

3.0%EOG1.8%

2.1%OKE1.3%

Held in common12.9%

End-of-day Nov 5, 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	AFENY	Fidelity MSCI Energy Index ETFRead Desk		0.08%	2.34%	−3.1%	+38.4%	+42.7%	+16.0%	+19.9%	−14.9%	$2.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Both

5Y2 funds

#			Trend
1	AFENY	Fidelity MSCI Energy Index ETFRead Desk		0.08%	2.34%	−3.1%	+38.4%	+42.7%	+16.0%	+19.9%	−14.9%	$2.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Cards for this view

FENY vs SCHD

FENY

Fidelity MSCI Energy Index

$24,750

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFENYSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield2.34%2.98%

5 years, per year+19.9%+10.4%

3 years, per year+16.0%+20.3%

Worst drop · 1Y−14.9%−6.9%

Volatility · 1Y23.3%11.7%

5–1measures won
SCHD first

12.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FENY, SCHD

Today

12.9%most shared, FENY and SCHD

FENYSCHD

FENY—12.9%

SCHD12.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FENY$234 − $8 = $226

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee