FPE vs SCHD

AFPE

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SCHD $16,267

Lowest cost0.03%VOO · $3 on $10k

Most income6.33%FPE · $633 on $10k

Smallest drop−4.4%FPE · worst fall in 1Y

Held in common0.0%FPE and SCHD

FPE

SCHD

First Trust Preferred Securities and Income ETF · $5.9BSchwab U.S. Dividend Equity ETF · $120B

+9.1%3 years · per year$12,986 · $17,266+20.0%

+2.2%5 years · per year$11,141 · $16,267+10.2%

0.83%Expense ratio$83 · $6 on $10k · lower wins0.06%

6.33%12-mo yield$633 · $300 on $10k3.00%

−4.4%Worst dropSmaller wins−6.9%

4.2%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFPE · SCHD

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

Held in common0.0%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AFPE	First Trust Preferred Securities and Income ETFRead Desk	0.83%	6.33%	+0.4%	−1.6%	−1.0%	+9.1%	+2.2%	−4.4%	$5.9B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	AFPE	First Trust Preferred Securities and Income ETFRead Desk	0.83%	6.33%	+0.4%	−1.6%	−1.0%	+9.1%	+2.2%	−4.4%	$5.9B

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

FPE vs SCHD

FPE

First Trust Preferred Securities and Income

$11,141

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFPESCHD

Fee0.83%0.06%

Cost on $10k a year$83$6

Yield6.33%3.00%

5 years, per year+2.2%+10.2%

3 years, per year+9.1%+20.0%

Worst drop · 1Y−4.4%−6.9%

Volatility · 1Y4.2%11.7%

3–3measures won
level

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: FPE, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

FPESCHDVOO

FPE—0.0%0.0%

SCHD0.0%—7.6%

VOO0.0%7.6%—

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

Income After Fees on $10,000

$550most kept, FPE

FPE$633 − $83 = $550

SCHD$300 − $6 = $294

VOO$110 − $3 = $107

KeptFee

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