FFTY vs SCHD

AFFTY

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FFTY $6,689

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 common0.8%FFTY and SCHD

FFTY

SCHD

CapForce IBD 50 ETF · $55MSchwab U.S. Dividend Equity ETF · $121B

+15.0%3 years · per year$15,223 · $17,908+21.4%

−7.7%5 years · per year$6,689 · $16,881+11.0%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

1.53%12-mo yield$153 · $291 on $10k2.91%

−30.2%Worst dropSmaller wins−6.9%

35.6%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFTY · SCHD

2.4%DINO0.4%

2.0%APA0.4%

Held in common0.8%

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%	$121.5B
2	AFFTY	CapForce IBD 50 ETFRead Desk		0.80%	1.53%	−1.8%	−11.8%	−23.2%	+15.0%	−7.7%	−30.2%	$55M

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%	$121.5B
2	AFFTY	CapForce IBD 50 ETFRead Desk		0.80%	1.53%	−1.8%	−11.8%	−23.2%	+15.0%	−7.7%	−30.2%	$55M

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

FFTY vs SCHD

FFTY

CapForce IBD 50

$6,689

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFFTYSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield1.53%2.91%

5 years, per year−7.7%+11.0%

3 years, per year+15.0%+21.4%

Worst drop · 1Y−30.2%−6.9%

Volatility · 1Y35.6%11.5%

6–0measures won
SCHD first

0.8%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FFTY, SCHD

Today

0.8%most shared, FFTY and SCHD

FFTYSCHD

FFTY—0.8%

SCHD0.8%—

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

FFTY$153 − $80 = $73

KeptFee

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