FNDB vs SCHD

AFNDB

BSCHD

Measures won4–2FNDB wins · of 6 · 5Y

$10,000 · 5Y$18,262FNDB · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.3%FNDB · worst fall in 1Y

Held in common15.4%FNDB and SCHD

FNDB

SCHD

Schwab Fundamental U.S. Broad Market Index ETF · $1.5BSchwab U.S. Dividend Equity ETF · $123B

+22.7%3 years · per year$18,467 · $17,414+20.3%

+12.8%5 years · per year$18,262 · $16,375+10.4%

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

1.44%12-mo yield$144 · $298 on $10k2.98%

−6.3%Worst dropSmaller wins−6.9%

10.7%VolatilityLower wins11.7%

4–2FNDB wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDB · SCHD

1.5%CVX3.9%

1.3%UNH3.9%

0.8%VZ3.5%

0.8%PG4.4%

Held in common15.4%

End-of-day Nov 5, 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	AFNDB	Schwab Fundamental U.S. Broad Market Index ETFRead Desk		0.25%	1.44%	−3.0%	+19.2%	+23.8%	+22.7%	+12.8%	−6.3%	$1.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Both

5Y2 funds

#			Trend
1	AFNDB	Schwab Fundamental U.S. Broad Market Index ETFRead Desk		0.25%	1.44%	−3.0%	+19.2%	+23.8%	+22.7%	+12.8%	−6.3%	$1.5B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B

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

Cards for this view

FNDB vs SCHD

FNDB

Schwab Fundamental U.S. Broad Market Index

$18,262

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFNDBSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield1.44%2.98%

5 years, per year+12.8%+10.4%

3 years, per year+22.7%+20.3%

Worst drop · 1Y−6.3%−6.9%

Volatility · 1Y10.7%11.7%

4–2measures won
FNDB first

15.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FNDB, SCHD

Today

15.4%most shared, FNDB and SCHD

FNDBSCHD

FNDB—15.4%

SCHD15.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

FNDB$144 − $25 = $119

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee