FIIG vs SCHD

AFIIG

BSCHD

Measures won3–2FIIG wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income5.14%FIIG · $514 on $10k

Smallest drop−5.0%FIIG · worst fall in 1Y

Held in common[…]FIIG and SCHD

FIIG

SCHD

First Trust Intermediate Duration Investment Grade Corporate ETF · $640MSchwab U.S. Dividend Equity ETF · $120B

+6.7%3 years · per year$12,135 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.49%Expense ratio$49 · $6 on $10k · lower wins0.06%

5.14%12-mo yield$514 · $298 on $10k2.98%

−5.0%Worst dropSmaller wins−6.9%

4.9%VolatilityLower wins11.7%

3–2FIIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFIIG · SCHD

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

Held in common[…]

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AFIIG	First Trust Intermediate Duration Investment Grade Corporate ETFRead Desk		0.49%	5.14%	0.0%	−1.3%	0.0%	+6.7%	new	−5.0%	$640M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AFIIG	First Trust Intermediate Duration Investment Grade Corporate ETFRead Desk		0.49%	5.14%	0.0%	−1.3%	0.0%	+6.7%	new	−5.0%	$640M

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

Cards for this view

FIIG vs SCHD

FIIG

First Trust Intermediate Duration Investment Grade Corporate

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFIIGSCHD

Fee0.49%0.06%

Cost on $10k a year$49$6

Yield5.14%2.98%

5 years, per year[…]+10.4%

3 years, per year+6.7%+20.3%

Worst drop · 1Y−5.0%−6.9%

Volatility · 1Y4.9%11.7%

3–2measures won
FIIG first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FIIG, SCHD

Today

[…]holdings […]

FIIGSCHD

FIIG—[…]

SCHD[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$465most kept, FIIG

FIIG$514 − $49 = $465

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee