FNDC vs SCHD

AFNDC

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · FNDC $14,738

Lowest cost0.06%SCHD · $6 on $10k

Most income3.61%FNDC · $361 on $10k

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

Held in common0.0%FNDC and SCHD

FNDC

SCHD

Schwab Fundamental International Small Company Index ETF · $3.1BSchwab U.S. Dividend Equity ETF · $123B

+21.6%3 years · per year$18,000 · $17,414+20.3%

+8.1%5 years · per year$14,738 · $16,375+10.4%

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

3.61%12-mo yield$361 · $298 on $10k2.98%

−11.2%Worst dropSmaller wins−6.9%

15.1%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDC · SCHD

0.0%GVMXX0.0%

Held in common0.0%

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	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
2	AFNDC	Schwab Fundamental International Small Company Index ETFRead Desk		0.39%	3.61%	+1.5%	+12.6%	+17.2%	+21.6%	+8.1%	−11.2%	$3.1B

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	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
2	AFNDC	Schwab Fundamental International Small Company Index ETFRead Desk		0.39%	3.61%	+1.5%	+12.6%	+17.2%	+21.6%	+8.1%	−11.2%	$3.1B

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

FNDC vs SCHD

FNDC

Schwab Fundamental International Small Company Index

$14,738

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFNDCSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield3.61%2.98%

5 years, per year+8.1%+10.4%

3 years, per year+21.6%+20.3%

Worst drop · 1Y−11.2%−6.9%

Volatility · 1Y15.1%11.7%

4–2measures won
SCHD first

0.0%

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: FNDC, SCHD

Today

0.0%most shared, FNDC and SCHD

FNDCSCHD

FNDC—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$322most kept, FNDC

FNDC$361 − $39 = $322

SCHD$298 − $6 = $292

KeptFee

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