FIXD vs SCHD

AFIXD

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FIXD $9,614

Lowest cost0.06%SCHD · $6 on $10k

Most income4.82%FIXD · $482 on $10k

Smallest drop−5.4%FIXD · worst fall in 1Y

Held in common0.0%FIXD and SCHD

FIXD

SCHD

First Trust Smith Opportunistic Fixed Income ETF · $2.8BSchwab U.S. Dividend Equity ETF · $121B

+5.4%3 years · per year$11,700 · $17,908+21.4%

−0.8%5 years · per year$9,614 · $16,881+11.0%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

4.82%12-mo yield$482 · $291 on $10k2.91%

−5.4%Worst dropSmaller wins−6.9%

4.4%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFIXD · SCHD

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

Held in common0.0%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	+0.5%	−1.3%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AFIXD	First Trust Smith Opportunistic Fixed Income ETFRead Desk		0.65%	4.82%	+0.5%	−1.3%	−0.8%	+5.4%	−0.8%	−5.4%	$2.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FIXD vs SCHD

FIXD

First Trust Smith Opportunistic Fixed Income

$9,614

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFIXDSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield4.82%2.91%

5 years, per year−0.8%+11.0%

3 years, per year+5.4%+21.4%

Worst drop · 1Y−5.4%−6.9%

Volatility · 1Y4.4%11.5%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FIXD, SCHD

Today

0.0%most shared, FIXD and SCHD

FIXDSCHD

FIXD—0.0%

SCHD0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$417most kept, FIXD

FIXD$482 − $65 = $417

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee