FFLG vs SCHD

AFFLG

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FFLG $14,912

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.5%FFLG and SCHD

FFLG

SCHD

Fidelity Fundamental Large Cap Growth ETF · $635MSchwab U.S. Dividend Equity ETF · $123B

+26.4%3 years · per year$20,193 · $17,908+21.4%

+8.3%5 years · per year$14,912 · $16,881+11.0%

0.38%Expense ratio$38 · $6 on $10k · lower wins0.06%

0.07%12-mo yield$7 · $291 on $10k2.91%

−13.2%Worst dropSmaller wins−6.9%

22.3%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFLG · SCHD

0.2%UNH4.0%

0.2%TGT1.7%

0.1%APA0.4%

Held in common0.5%

End-of-day Nov 4, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AFFLG	Fidelity Fundamental Large Cap Growth ETFRead Desk		0.38%	0.07%	+0.8%	+4.8%	+2.7%	+26.4%	+8.3%	−13.2%	$635M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AFFLG	Fidelity Fundamental Large Cap Growth ETFRead Desk		0.38%	0.07%	+0.8%	+4.8%	+2.7%	+26.4%	+8.3%	−13.2%	$635M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FFLG vs SCHD

FFLG

Fidelity Fundamental Large Cap Growth

$14,912

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFFLGSCHD

Fee0.38%0.06%

Cost on $10k a year$38$6

Yield0.07%2.91%

5 years, per year+8.3%+11.0%

3 years, per year+26.4%+21.4%

Worst drop · 1Y−13.2%−6.9%

Volatility · 1Y22.3%11.5%

5–1measures won
SCHD first

0.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FFLG, SCHD

Today

0.5%most shared, FFLG and SCHD

FFLGSCHD

FFLG—0.5%

SCHD0.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FFLG$7 − $38 = −$31

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee