FNY vs SCHD

AFNY

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · FNY $13,106

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common0.1%FNY and SCHD

FNY

SCHD

First Trust Mid Cap Growth AlphaDEX Fund · $546MSchwab U.S. Dividend Equity ETF · $121B

+21.3%3 years · per year$17,830 · $17,784+21.2%

+5.6%5 years · per year$13,106 · $16,352+10.3%

0.73%Expense ratio$73 · $6 on $10k · lower wins0.06%

0.00%12-mo yield$0 · $297 on $10k2.97%

−13.5%Worst dropSmaller wins−6.9%

21.2%VolatilityLower wins11.4%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNY · SCHD

0.3%MC0.1%

Held in common0.1%

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AFNY	First Trust Mid Cap Growth AlphaDEX FundRead Desk		0.73%	0.00%	+0.9%	+7.8%	+5.6%	+21.3%	+5.6%	−13.5%	$546M

End-of-day Nov 3, 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%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	AFNY	First Trust Mid Cap Growth AlphaDEX FundRead Desk		0.73%	0.00%	+0.9%	+7.8%	+5.6%	+21.3%	+5.6%	−13.5%	$546M

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

Cards for this view

FNY vs SCHD

FNY

First Trust Mid Cap Growth AlphaDEX Fund

$13,106

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureFNYSCHD

Fee0.73%0.06%

Cost on $10k a year$73$6

Yield0.00%2.97%

5 years, per year+5.6%+10.3%

3 years, per year+21.3%+21.2%

Worst drop · 1Y−13.5%−6.9%

Volatility · 1Y21.2%11.4%

5–1measures won
SCHD first

0.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FNY, SCHD

Today

0.1%most shared, FNY and SCHD

FNYSCHD

FNY—0.1%

SCHD0.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

FNY$0 − $73 = −$73

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee