FID vs SCHD

AFID

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · FID $15,405

Lowest cost0.06%SCHD · $6 on $10k

Most income3.98%FID · $398 on $10k

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

Held in common0.0%FID and SCHD

FID

SCHD

First Trust S&P International Dividend Aristocrats ETF · $170MSchwab U.S. Dividend Equity ETF · $121B

+21.9%3 years · per year$18,118 · $17,784+21.2%

+9.0%5 years · per year$15,405 · $16,352+10.3%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

3.98%12-mo yield$398 · $297 on $10k2.97%

−8.9%Worst dropSmaller wins−6.9%

10.3%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFID · SCHD

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

Held in common0.0%

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AFID	First Trust S&P International Dividend Aristocrats ETFRead Desk		0.60%	3.98%	−0.8%	+12.2%	+18.7%	+21.9%	+9.0%	−8.9%	$170M

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AFID	First Trust S&P International Dividend Aristocrats ETFRead Desk		0.60%	3.98%	−0.8%	+12.2%	+18.7%	+21.9%	+9.0%	−8.9%	$170M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FID vs SCHD

FID

First Trust S&P International Dividend Aristocrats

$15,405

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureFIDSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield3.98%2.97%

5 years, per year+9.0%+10.3%

3 years, per year+21.9%+21.2%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y10.3%11.4%

3–3measures won
level

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FID, SCHD

Today

0.0%most shared, FID and SCHD

FIDSCHD

FID—0.0%

SCHD0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$338most kept, FID

FID$398 − $60 = $338

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee