FMNY vs SCHD5YFMNYFMNYAvsBSCHDSCHDFirst Trust New York Municipal High Income ETF · $26MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+4.1%3 years · per year$11,275 · $17,257+19.9%+0.3%5 years · per year$10,173 · $16,429+10.4%Cost and income0.49%Expense ratio$49 · $6 on $10k · lower wins0.06%3.89%12-mo yield$389 · $293 on $10k2.93%Risk · 1 yearEnd-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2AFMNYFirst Trust New York Municipal High Income ETFReadDesk0.49%3.89%−0.5%−0.1%−0.1%+4.1%+0.3%−7.3%$26MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2AFMNYFirst Trust New York Municipal High Income ETFReadDesk0.49%3.89%−0.5%−0.1%−0.1%+4.1%+0.3%−7.3%$26MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: FMNY, SCHDToday[…]holdings […]FMNYSCHDFMNY—[…]SCHD[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
FMNY vs SCHD5YAFMNYFirst Trust New York Municipal High Income$10,173vsSCHDBSchwab U.S. Dividend Equity$16,429$10k$13k$15kNov 2021Nov 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: FMNY, SCHDToday[…]holdings […]FMNYSCHDFMNY—[…]SCHD[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$340most kept, FMNYFMNY$389 − $49 = $340SCHD$293 − $6 = $287KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee