FNK vs SCHD

AFNK

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common2.5%FNK and SCHD

FNK

SCHD

First Trust Mid Cap Value AlphaDEX Fund · $245MSchwab U.S. Dividend Equity ETF · $120B

+16.2%3 years · per year$15,681 · $17,266+20.0%

+8.4%5 years · per year$14,968 · $16,267+10.2%

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

1.55%12-mo yield$155 · $300 on $10k3.00%

−9.1%Worst dropSmaller wins−6.9%

13.9%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNK · SCHD

0.7%APA0.4%

0.5%FNF0.3%

0.3%AFG0.3%

0.5%BAH0.3%

Held in common2.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk	0.74%	1.55%	−0.9%	+15.5%	+21.1%	+16.2%	+8.4%	−9.1%	$245M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk	0.74%	1.55%	−0.9%	+15.5%	+21.1%	+16.2%	+8.4%	−9.1%	$245M

End-of-day Nov 6, 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

$14,968

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFNKSCHD

Fee0.74%0.06%

Cost on $10k a year$74$6

Yield1.55%3.00%

5 years, per year+8.4%+10.2%

3 years, per year+16.2%+20.0%

Worst drop · 1Y−9.1%−6.9%

Volatility · 1Y13.9%11.7%

6–0measures won
SCHD first

2.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FNK, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

FNKSCHDVIG

FNK—2.5%2.0%

SCHD2.5%—14.5%

VIG2.0%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

FNK$155 − $74 = $81

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee