FEX vs SCHD

AFEX

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,562FEX · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common10.6%FEX and SCHD

FEX

SCHD

First Trust Large Cap Core AlphaDEX Fund · $1.6BSchwab U.S. Dividend Equity ETF · $123B

+22.8%3 years · per year$18,539 · $17,414+20.3%

+10.6%5 years · per year$16,562 · $16,375+10.4%

0.57%Expense ratio$57 · $6 on $10k · lower wins0.06%

0.99%12-mo yield$99 · $298 on $10k2.98%

−6.6%Worst dropSmaller wins−6.9%

12.9%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFEX · SCHD

0.5%CINF0.7%

0.5%BR0.5%

0.5%ACN3.8%

0.5%CMCSA2.1%

Held in common10.6%

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

All Three

5Y3 funds

#
1	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	0.99%	−3.4%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B
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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

All Three

5Y3 funds

#
1	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	0.99%	−3.4%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$1.6B
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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

FEX vs SCHD

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,562

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFEXSCHD

Fee0.57%0.06%

Cost on $10k a year$57$6

Yield0.99%2.98%

5 years, per year+10.6%+10.4%

3 years, per year+22.8%+20.3%

Worst drop · 1Y−6.6%−6.9%

Volatility · 1Y12.9%11.7%

3–3measures won
level

10.6%

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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

Overlap: FEX, SCHD, IWF

Today

15.9%most shared, FEX and IWF

FEXSCHDIWF

FEX—10.6%15.9%

SCHD10.6%—3.6%

IWF15.9%3.6%—

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

FEX$99 − $57 = $42

IWF$39 − $18 = $21

KeptFee

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