FHEQ vs SCHD

AFHEQ

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

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 common7.6%FHEQ and SCHD

FHEQ

SCHD

Fidelity Hedged Equity ETF · $1000MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.52%Expense ratio$52 · $6 on $10k · lower wins0.06%

0.61%12-mo yield$61 · $300 on $10k3.00%

−7.8%Worst dropSmaller wins−6.9%

10.3%VolatilityLower wins11.7%

1–3SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFHEQ · SCHD

1.0%UNH3.9%

0.8%CVX4.0%

0.7%BMY3.1%

0.7%PG4.5%

Held in common7.6%

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	AFHEQ	Fidelity Hedged Equity ETFRead Desk		0.52%	0.61%	+0.1%	+6.0%	+6.1%	new	new	−7.8%	$1000M

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	AFHEQ	Fidelity Hedged Equity ETFRead Desk		0.52%	0.61%	+0.1%	+6.0%	+6.1%	new	new	−7.8%	$1000M

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

FHEQ vs SCHD

FHEQ

Fidelity Hedged Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFHEQSCHD

Fee0.52%0.06%

Cost on $10k a year$52$6

Yield0.61%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−7.8%−6.9%

Volatility · 1Y10.3%11.7%

3–1measures won
SCHD first

7.6%

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: FHEQ, SCHD

Today

7.6%most shared, FHEQ and SCHD

FHEQSCHD

FHEQ—7.6%

SCHD7.6%—

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

FHEQ$61 − $52 = $9

KeptFee

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