FNK vs SCHD

AFNK

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FNK $15,587

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common2.4%FNK and SCHD

FNK

SCHD

First Trust Mid Cap Value AlphaDEX Fund · $244MSchwab U.S. Dividend Equity ETF · $121B

+17.9%3 years · per year$16,403 · $17,908+21.4%

+9.3%5 years · per year$15,587 · $16,881+11.0%

0.74%Expense ratio$74 · $6 on $10k · lower wins0.06%

1.50%12-mo yield$150 · $291 on $10k2.91%

−9.1%Worst dropSmaller wins−6.9%

13.7%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNK · SCHD

0.8%APA0.4%

0.4%FNF0.3%

0.3%AFG0.2%

0.5%BAH0.2%

Held in common2.4%

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk		0.74%	1.50%	+2.0%	+19.1%	+24.9%	+17.9%	+9.3%	−9.1%	$244M

End-of-day Nov 4, 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%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B
2	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk		0.74%	1.50%	+2.0%	+19.1%	+24.9%	+17.9%	+9.3%	−9.1%	$244M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FNK vs SCHD

FNK

First Trust Mid Cap Value AlphaDEX Fund

$15,587

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFNKSCHD

Fee0.74%0.06%

Cost on $10k a year$74$6

Yield1.50%2.91%

5 years, per year+9.3%+11.0%

3 years, per year+17.9%+21.4%

Worst drop · 1Y−9.1%−6.9%

Volatility · 1Y13.7%11.5%

6–0measures won
SCHD first

2.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FNK, SCHD

Today

2.4%most shared, FNK and SCHD

FNKSCHD

FNK—2.4%

SCHD2.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FNK$150 − $74 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee