FLCV vs SCHD

AFLCV

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−5.7%FLCV · worst fall in 1Y

Held in common8.3%FLCV and SCHD

FLCV

SCHD

Federated Hermes MDT Large Cap Value ETF · $236MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.43%Expense ratio$43 · $6 on $10k · lower wins0.06%

0.66%12-mo yield$66 · $291 on $10k2.91%

−5.7%Worst dropSmaller wins−6.9%

11.2%VolatilityLower wins11.5%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsFLCV · SCHD

1.2%TXN4.8%

1.0%UNH4.0%

1.0%AMGN4.1%

0.8%CVX4.2%

Held in common8.3%

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%	$122.9B
2	AFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk		0.43%	0.66%	+1.8%	+24.3%	+29.9%	new	new	−5.7%	$236M

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%	$122.9B
2	AFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk		0.43%	0.66%	+1.8%	+24.3%	+29.9%	new	new	−5.7%	$236M

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

FLCV vs SCHD

FLCV

Federated Hermes MDT Large Cap Value

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFLCVSCHD

Fee0.43%0.06%

Cost on $10k a year$43$6

Yield0.66%2.91%

5 years, per year[…]+11.0%

3 years, per year[…]+21.4%

Worst drop · 1Y−5.7%−6.9%

Volatility · 1Y11.2%11.5%

2–2measures won
level

8.3%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FLCV, SCHD

Today

8.3%most shared, FLCV and SCHD

FLCVSCHD

FLCV—8.3%

SCHD8.3%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FLCV$66 − $43 = $23

KeptFee

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