FENY vs SCHD

AFENY

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$26,305FENY · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common13.8%FENY and SCHD

FENY

SCHD

Fidelity MSCI Energy Index ETF · $2.1BSchwab U.S. Dividend Equity ETF · $121B

+19.5%3 years · per year$17,082 · $17,784+21.2%

+21.3%5 years · per year$26,305 · $16,352+10.3%

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

2.15%12-mo yield$215 · $297 on $10k2.97%

−14.9%Worst dropSmaller wins−6.9%

22.5%VolatilityLower wins11.4%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFENY · SCHD

14.9%CVX4.2%

6.4%COP4.1%

3.0%EOG1.9%

2.1%OKE1.4%

Held in common13.8%

End-of-day Nov 3, 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	AFENY	Fidelity MSCI Energy Index ETFRead Desk	0.08%	2.15%	−0.8%	+50.5%	+53.5%	+19.5%	+21.3%	−14.9%	$2.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

All Three

5Y3 funds

#
1	AFENY	Fidelity MSCI Energy Index ETFRead Desk	0.08%	2.15%	−0.8%	+50.5%	+53.5%	+19.5%	+21.3%	−14.9%	$2.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

End-of-day Nov 3, 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

$26,305

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureFENYSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield2.15%2.97%

5 years, per year+21.3%+10.3%

3 years, per year+19.5%+21.2%

Worst drop · 1Y−14.9%−6.9%

Volatility · 1Y22.5%11.4%

5–1measures won
SCHD first

13.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FENY, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

FENYSCHDVIG

FENY—13.8%3.6%

SCHD13.8%—14.5%

VIG3.6%14.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

FENY$215 − $8 = $207

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee