FIZY vs SCHD

AFIZY

BSCHD

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,418SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%FIZY · $297 on $10k

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

Held in common8.1%FIZY and SCHD

FIZY

SCHD

Fitz-Gerald Must Have Portfolio® and Options Overlay ETF · $15MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,234+19.9%

[…]5 years · per year[…] · $16,418+10.4%

0.99%Expense ratio$99 · $6 on $10k · lower wins0.06%

2.97%12-mo yield$297 · $293 on $10k2.93%

[…]Worst dropSmaller wins

End-of-day Nov 11, 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%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	AFIZY	Fitz-Gerald Must Have Portfolio® and Options Overlay ETFRead Desk		0.99%	2.97%	+1.6%	new	new	new	new	[…]	$15M

End-of-day Nov 11, 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%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	AFIZY	Fitz-Gerald Must Have Portfolio® and Options Overlay ETFRead Desk		0.99%	2.97%	+1.6%	new	new	new	new	[…]	$15M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FIZY vs SCHD

FIZY

Fitz-Gerald Must Have Portfolio® and Options Overlay

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureFIZYSCHD

Fee0.99%0.06%

Cost on $10k a year$99$6

Yield2.97%2.93%

5 years, per year[…]+10.4%

3 years, per year[…]+19.9%

Worst drop · 1Y[…]−6.9%

Volatility · 1Y[…]11.8%

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FIZY vs SCHD

Both

Both

$10,000 in FIZY, SCHD

Overlap: FIZY, SCHD

FIZY vs SCHD

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: FIZY, SCHD

Income After Fees on $10,000