FGM vs SCHD

AFGM

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · FGM $12,060

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common0.0%FGM and SCHD

FGM

SCHD

First Trust Germany AlphaDEX Fund · $90MSchwab U.S. Dividend Equity ETF · $120B

+22.5%3 years · per year$18,403 · $17,266+20.0%

+3.8%5 years · per year$12,060 · $16,267+10.2%

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

1.83%12-mo yield$183 · $300 on $10k3.00%

−18.3%Worst dropSmaller wins−6.9%

21.3%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFGM · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AFGM	First Trust Germany AlphaDEX FundRead Desk		0.80%	1.83%	−1.1%	−4.6%	+2.2%	+22.5%	+3.8%	−18.3%	$90M

End-of-day Nov 6, 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%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AFGM	First Trust Germany AlphaDEX FundRead Desk		0.80%	1.83%	−1.1%	−4.6%	+2.2%	+22.5%	+3.8%	−18.3%	$90M

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

FGM vs SCHD

FGM

First Trust Germany AlphaDEX Fund

$12,060

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFGMSCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield1.83%3.00%

5 years, per year+3.8%+10.2%

3 years, per year+22.5%+20.0%

Worst drop · 1Y−18.3%−6.9%

Volatility · 1Y21.3%11.7%

5–1measures won
SCHD first

0.0%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FGM, SCHD

Today

0.0%most shared, FGM and SCHD

FGMSCHD

FGM—0.0%

SCHD0.0%—

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

FGM$183 − $80 = $103

KeptFee

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