FFTY vs SCHD

AFFTY

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common0.7%FFTY and SCHD

FFTY

SCHD

CapForce IBD 50 ETF · $51MSchwab U.S. Dividend Equity ETF · $120B

+11.9%3 years · per year$13,993 · $17,266+20.0%

−9.6%5 years · per year$6,053 · $16,267+10.2%

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

1.63%12-mo yield$163 · $300 on $10k3.00%

−34.5%Worst dropSmaller wins−6.9%

35.6%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFFTY · SCHD

2.0%APA0.4%

2.3%DINO0.4%

Held in common0.7%

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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
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%	$119.9B
3	AFFTY	CapForce IBD 50 ETFRead Desk	0.80%	1.63%	−0.6%	−17.4%	−25.3%	+11.9%	−9.6%	−34.5%	$51M

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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
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%	$119.9B
3	AFFTY	CapForce IBD 50 ETFRead Desk	0.80%	1.63%	−0.6%	−17.4%	−25.3%	+11.9%	−9.6%	−34.5%	$51M

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

FFTY vs SCHD

FFTY

CapForce IBD 50

$6,053

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFFTYSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield1.63%3.00%

5 years, per year−9.6%+10.2%

3 years, per year+11.9%+20.0%

Worst drop · 1Y−34.5%−6.9%

Volatility · 1Y35.6%11.7%

6–0measures won
SCHD first

0.7%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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: FFTY, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

FFTYSCHDDGRO

FFTY—0.7%1.3%

SCHD0.7%—21.3%

DGRO1.3%21.3%—

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

DGRO$187 − $8 = $179

FFTY$163 − $80 = $83

KeptFee

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