FIVA vs SCHF

AFIVA

BSCHF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,369FIVA · SCHF $15,696

Lowest cost0.03%SCHF · $3 on $10k

Most income3.13%SCHF · $313 on $10k

Smallest drop−11.5%SCHF · worst fall in 1Y

Held in common27.7%FIVA and SCHF

FIVA

SCHF

Fidelity International Value Factor ETF · $630MSchwab International Equity ETF · $67.8B

+24.6%3 years · per year$19,333 · $18,259+22.2%

+12.9%5 years · per year$18,369 · $15,696+9.4%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

2.85%12-mo yield$285 · $313 on $10k3.13%

−11.7%Worst dropSmaller wins−11.5%

16.0%VolatilityLower wins17.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFIVA · SCHF

2.5%ASML.AS2.1%

1.7%ROP.SW1.2%

1.4%SHEL.L1.1%

1.5%NOVN.SW1.0%

Held in common27.7%

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	AFIVA	Fidelity International Value Factor ETFRead Desk		0.18%	2.85%	−0.4%	+13.7%	+23.3%	+24.6%	+12.9%	−11.7%	$630M
2	BSCHF	Schwab International Equity ETFRead Desk		0.03%	3.13%	−0.3%	+12.8%	+17.4%	+22.2%	+9.4%	−11.5%	$67.8B

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	AFIVA	Fidelity International Value Factor ETFRead Desk		0.18%	2.85%	−0.4%	+13.7%	+23.3%	+24.6%	+12.9%	−11.7%	$630M
2	BSCHF	Schwab International Equity ETFRead Desk		0.03%	3.13%	−0.3%	+12.8%	+17.4%	+22.2%	+9.4%	−11.5%	$67.8B

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

FIVA vs SCHF

FIVA

Fidelity International Value Factor

$18,369

SCHF

Schwab International Equity

$15,696

MeasureFIVASCHF

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield2.85%3.13%

5 years, per year+12.9%+9.4%

3 years, per year+24.6%+22.2%

Worst drop · 1Y−11.7%−11.5%

Volatility · 1Y16.0%17.7%

3–3measures won
level

27.7%

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: FIVA, SCHF

Today

27.7%most shared, FIVA and SCHF

FIVASCHF

FIVA—27.7%

SCHF27.7%—

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

Income After Fees on $10,000

$310most kept, SCHF

SCHF$313 − $3 = $310

FIVA$285 − $18 = $267

KeptFee

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