FPEI vs SCHD

AFPEI

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · FPEI $11,895

Lowest cost0.06%SCHD · $6 on $10k

Most income6.08%FPEI · $608 on $10k

Smallest drop−3.6%FPEI · worst fall in 1Y

Held in common0.0%FPEI and SCHD

FPEI

SCHD

First Trust Institutional Preferred Securities & Income ETF · $1.9BSchwab U.S. Dividend Equity ETF · $120B

+9.9%3 years · per year$13,276 · $17,414+20.3%

+3.5%5 years · per year$11,895 · $16,375+10.4%

0.85%Expense ratio$85 · $6 on $10k · lower wins0.06%

6.08%12-mo yield$608 · $298 on $10k2.98%

−3.6%Worst dropSmaller wins−6.9%

4.0%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFPEI · SCHD

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

Held in common0.0%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AFPEI	First Trust Institutional Preferred Securities & Income ETFRead Desk		0.85%	6.08%	−0.5%	+0.3%	+1.3%	+9.9%	+3.5%	−3.6%	$1.9B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AFPEI	First Trust Institutional Preferred Securities & Income ETFRead Desk		0.85%	6.08%	−0.5%	+0.3%	+1.3%	+9.9%	+3.5%	−3.6%	$1.9B

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

Cards for this view

FPEI vs SCHD

FPEI

First Trust Institutional Preferred Securities & Income

$11,895

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFPEISCHD

Fee0.85%0.06%

Cost on $10k a year$85$6

Yield6.08%2.98%

5 years, per year+3.5%+10.4%

3 years, per year+9.9%+20.3%

Worst drop · 1Y−3.6%−6.9%

Volatility · 1Y4.0%11.7%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FPEI, SCHD

Today

0.0%most shared, FPEI and SCHD

FPEISCHD

FPEI—0.0%

SCHD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$523most kept, FPEI

FPEI$608 − $85 = $523

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee