FGD vs SCHD

AFGD

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,978FGD · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income5.58%FGD · $558 on $10k

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

Held in common5.3%FGD and SCHD

FGD

SCHD

First Trust Dow Jones Global Select Dividend Index Fund · $1.6BSchwab U.S. Dividend Equity ETF · $123B

+26.7%3 years · per year$20,344 · $17,908+21.4%

+12.4%5 years · per year$17,978 · $16,881+11.0%

0.55%Expense ratio$55 · $6 on $10k · lower wins0.06%

5.58%12-mo yield$558 · $291 on $10k2.91%

−9.8%Worst dropSmaller wins−6.9%

12.7%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFGD · SCHD

1.2%MO3.0%

0.9%UPS1.9%

0.9%VZ3.5%

0.7%F1.1%

Held in common5.3%

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	AFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk		0.55%	5.58%	+2.8%	+17.8%	+25.1%	+26.7%	+12.4%	−9.8%	$1.6B
2	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

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	AFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk		0.55%	5.58%	+2.8%	+17.8%	+25.1%	+26.7%	+12.4%	−9.8%	$1.6B
2	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

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

FGD vs SCHD

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,978

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFGDSCHD

Fee0.55%0.06%

Cost on $10k a year$55$6

Yield5.58%2.91%

5 years, per year+12.4%+11.0%

3 years, per year+26.7%+21.4%

Worst drop · 1Y−9.8%−6.9%

Volatility · 1Y12.7%11.5%

3–3measures won
level

5.3%

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: FGD, SCHD

Today

5.3%most shared, FGD and SCHD

FGDSCHD

FGD—5.3%

SCHD5.3%—

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

Income After Fees on $10,000

$503most kept, FGD

FGD$558 − $55 = $503

SCHD$291 − $6 = $285

KeptFee

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