FID vs SCHD

AFID

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · FID $15,622

Lowest cost0.05%VXUS · $5 on $10k

Most income3.97%FID · $397 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 · $167MSchwab U.S. Dividend Equity ETF · $120B

+20.2%3 years · per year$17,359 · $17,123+19.6%

+9.3%5 years · per year$15,622 · $16,459+10.5%

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

3.97%12-mo yield$397 · $296 on $10k2.96%

−8.9%Worst dropSmaller wins−6.9%

10.7%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFID · SCHD

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

Held in common0.0%

End-of-day Nov 9, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AFID	First Trust S&P International Dividend Aristocrats ETFRead Desk	0.60%	3.97%	+1.3%	+12.4%	+17.8%	+20.2%	+9.3%	−8.9%	$167M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AFID	First Trust S&P International Dividend Aristocrats ETFRead Desk	0.60%	3.97%	+1.3%	+12.4%	+17.8%	+20.2%	+9.3%	−8.9%	$167M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B

End-of-day Nov 9, 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

$15,622

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureFIDSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield3.97%2.96%

5 years, per year+9.3%+10.5%

3 years, per year+20.2%+19.6%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y10.7%11.8%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FID, SCHD, VXUS

Today

3.6%most shared, FID and VXUS

FIDSCHDVXUS

FID—0.0%3.6%

SCHD0.0%—0.0%

VXUS3.6%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$337most kept, FID

FID$397 − $60 = $337

SCHD$296 − $6 = $290

VXUS$239 − $5 = $234

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee