FNDX vs SCHD

AFNDX

BSCHD

Measures won4–2FNDX wins · of 6 · 5Y

$10,000 · 5Y$18,636FNDX · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.0%FNDX · worst fall in 1Y

Held in common16.4%FNDX and SCHD

FNDX

SCHD

Schwab Fundamental U.S. Large Company ETF · $28.1BSchwab U.S. Dividend Equity ETF · $120B

+23.2%3 years · per year$18,679 · $17,414+20.3%

+13.3%5 years · per year$18,636 · $16,375+10.4%

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

1.46%12-mo yield$146 · $298 on $10k2.98%

−6.0%Worst dropSmaller wins−6.9%

10.4%VolatilityLower wins11.7%

4–2FNDX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDX · SCHD

1.6%CVX3.9%

1.4%UNH3.9%

0.9%VZ3.5%

0.9%PG4.4%

Held in common16.4%

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	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.46%	−2.9%	+19.9%	+24.3%	+23.2%	+13.3%	−6.0%	$28.1B
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%	$120.5B

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	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.46%	−2.9%	+19.9%	+24.3%	+23.2%	+13.3%	−6.0%	$28.1B
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%	$120.5B

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

FNDX vs SCHD

FNDX

Schwab Fundamental U.S. Large Company

$18,636

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFNDXSCHD

Fee0.25%0.06%

Cost on $10k a year$25$6

Yield1.46%2.98%

5 years, per year+13.3%+10.4%

3 years, per year+23.2%+20.3%

Worst drop · 1Y−6.0%−6.9%

Volatility · 1Y10.4%11.7%

4–2measures won
FNDX first

16.4%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FNDX, SCHD

Today

16.4%most shared, FNDX and SCHD

FNDXSCHD

FNDX—16.4%

SCHD16.4%—

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

FNDX$146 − $25 = $121

KeptFee

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