FPWR vs SCHD

AFPWR

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,212FPWR · SCHD $16,881

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common2.4%FPWR and SCHD

FPWR

SCHD

First Trust EIP Power Solutions ETF · $34MSchwab U.S. Dividend Equity ETF · $121B

+21.1%3 years · per year$17,771 · $17,908+21.4%

+11.5%5 years · per year$17,212 · $16,881+11.0%

0.96%Expense ratio$96 · $6 on $10k · lower wins0.06%

2.09%12-mo yield$209 · $291 on $10k2.91%

−9.3%Worst dropSmaller wins−6.9%

11.6%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPWR · SCHD

1.1%OKE1.4%

0.7%DVN1.2%

0.6%EOG1.9%

2.1%CWEN0.1%

Held in common2.4%

End-of-day Nov 4, 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	AFPWR	First Trust EIP Power Solutions ETFRead Desk		0.96%	2.09%	−0.3%	+14.5%	+14.0%	+21.1%	+11.5%	−9.3%	$34M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFPWR	First Trust EIP Power Solutions ETFRead Desk		0.96%	2.09%	−0.3%	+14.5%	+14.0%	+21.1%	+11.5%	−9.3%	$34M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$121.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FPWR vs SCHD

FPWR

First Trust EIP Power Solutions

$17,212

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFPWRSCHD

Fee0.96%0.06%

Cost on $10k a year$96$6

Yield2.09%2.91%

5 years, per year+11.5%+11.0%

3 years, per year+21.1%+21.4%

Worst drop · 1Y−9.3%−6.9%

Volatility · 1Y11.6%11.5%

5–1measures won
SCHD first

2.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FPWR, SCHD

Today

2.4%most shared, FPWR and SCHD

FPWRSCHD

FPWR—2.4%

SCHD2.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FPWR$209 − $96 = $113

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee