FEUS vs SCHD

AFEUS

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common10.5%FEUS and SCHD

FEUS

SCHD

Northern Trust ESG & Climate US Large Cap Core ETF · $128MSchwab U.S. Dividend Equity ETF · $120B

+20.3%3 years · per year$17,402 · $17,266+20.0%

+10.0%5 years · per year$16,123 · $16,267+10.2%

0.10%Expense ratio$10 · $6 on $10k · lower wins0.06%

1.02%12-mo yield$102 · $300 on $10k3.00%

−9.6%Worst dropSmaller wins−6.9%

13.4%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFEUS · SCHD

1.4%MRK3.8%

1.2%AMGN4.1%

1.1%PEP4.0%

1.0%QCOM3.6%

Held in common10.5%

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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%	$120.5B
3	AFEUS	Northern Trust ESG & Climate US Large Cap Core ETFRead Desk	0.10%	1.02%	−0.1%	+9.2%	+11.0%	+20.3%	+10.0%	−9.6%	$128M

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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
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%	$120.5B
3	AFEUS	Northern Trust ESG & Climate US Large Cap Core ETFRead Desk	0.10%	1.02%	−0.1%	+9.2%	+11.0%	+20.3%	+10.0%	−9.6%	$128M

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

FEUS vs SCHD

FEUS

Northern Trust ESG & Climate US Large Cap Core

$16,123

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFEUSSCHD

Fee0.10%0.06%

Cost on $10k a year$10$6

Yield1.02%3.00%

5 years, per year+10.0%+10.2%

3 years, per year+20.3%+20.0%

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y13.4%11.7%

5–1measures won
SCHD first

10.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

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

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

Overlap: FEUS, SCHD, SPY

Today

55.5%most shared, FEUS and SPY

FEUSSCHDSPY

FEUS—10.5%55.5%

SCHD10.5%—8.7%

SPY55.5%8.7%—

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

SPY$103 − $9 = $94

FEUS$102 − $10 = $92

KeptFee

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