FPA vs SCHD

AFPA

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,638VIG · FPA $16,563

Lowest cost0.04%VIG · $4 on $10k

Most income4.42%FPA · $442 on $10k

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

Held in common0.0%FPA and SCHD

FPA

SCHD

First Trust Asia Pacific ex-Japan AlphaDEX Fund · $103MSchwab U.S. Dividend Equity ETF · $122B

+26.3%3 years · per year$20,138 · $17,123+19.6%

+10.6%5 years · per year$16,563 · $16,459+10.5%

0.80%Expense ratio$80 · $6 on $10k · lower wins0.06%

4.42%12-mo yield$442 · $296 on $10k2.96%

−25.4%Worst dropSmaller wins−6.9%

32.3%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFPA · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AFPA	First Trust Asia Pacific ex-Japan AlphaDEX FundRead Desk	0.80%	4.42%	0.0%	+19.7%	+18.8%	+26.3%	+10.6%	−25.4%	$103M
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AFPA	First Trust Asia Pacific ex-Japan AlphaDEX FundRead Desk	0.80%	4.42%	0.0%	+19.7%	+18.8%	+26.3%	+10.6%	−25.4%	$103M
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPA vs SCHD

FPA

First Trust Asia Pacific ex-Japan AlphaDEX Fund

$16,563

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureFPASCHD

Fee0.80%0.06%

Cost on $10k a year$80$6

Yield4.42%2.96%

5 years, per year+10.6%+10.5%

3 years, per year+26.3%+19.6%

Worst drop · 1Y−25.4%−6.9%

Volatility · 1Y32.3%11.8%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FPA, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

FPASCHDVIG

FPA—0.0%0.0%

SCHD0.0%—14.5%

VIG0.0%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$362most kept, FPA

FPA$442 − $80 = $362

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee