FLTB vs SCHD

AFLTB

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · FLTB $11,268

Lowest cost0.06%SCHD · $6 on $10k

Most income4.47%FLTB · $447 on $10k

Smallest drop−1.7%FLTB · worst fall in 1Y

Held in common0.0%FLTB and SCHD

FLTB

SCHD

Fidelity Limited Term Bond ETF · $480MSchwab U.S. Dividend Equity ETF · $121B

+5.5%3 years · per year$11,752 · $17,784+21.2%

+2.4%5 years · per year$11,268 · $16,352+10.3%

0.25%Expense ratio$25 · $6 on $10k · lower wins0.06%

4.47%12-mo yield$447 · $297 on $10k2.97%

−1.7%Worst dropSmaller wins−6.9%

2.2%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFLTB · SCHD

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

Held in common0.0%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AFLTB	Fidelity Limited Term Bond ETFRead Desk		0.25%	4.47%	−0.1%	+1.0%	+1.8%	+5.5%	+2.4%	−1.7%	$480M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AFLTB	Fidelity Limited Term Bond ETFRead Desk		0.25%	4.47%	−0.1%	+1.0%	+1.8%	+5.5%	+2.4%	−1.7%	$480M

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

FLTB vs SCHD

FLTB

Fidelity Limited Term Bond

$11,268

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureFLTBSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield4.47%2.97%

5 years, per year+2.4%+10.3%

3 years, per year+5.5%+21.2%

Worst drop · 1Y−1.7%−6.9%

Volatility · 1Y2.2%11.4%

3–3measures won
level

0.0%

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: FLTB, SCHD

Today

0.0%most shared, FLTB and SCHD

FLTBSCHD

FLTB—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$422most kept, FLTB

FLTB$447 − $25 = $422

SCHD$297 − $6 = $291

KeptFee

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