FRTY vs SCHD

AFRTY

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FRTY $9,587

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 common0.0%FRTY and SCHD

FRTY

SCHD

Alger Mid Cap 40 ETF · $139MSchwab U.S. Dividend Equity ETF · $121B

+23.0%3 years · per year$18,629 · $17,908+21.4%

−0.8%5 years · per year$9,587 · $16,881+11.0%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

0.19%12-mo yield$19 · $291 on $10k2.91%

−18.2%Worst dropSmaller wins−6.9%

28.5%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFRTY · SCHD

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

Held in common0.0%

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	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
2	AFRTY	Alger Mid Cap 40 ETFRead Desk		0.60%	0.19%	−1.9%	+1.3%	−5.9%	+23.0%	−0.8%	−18.2%	$139M

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	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
2	AFRTY	Alger Mid Cap 40 ETFRead Desk		0.60%	0.19%	−1.9%	+1.3%	−5.9%	+23.0%	−0.8%	−18.2%	$139M

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

FRTY vs SCHD

FRTY

Alger Mid Cap 40

$9,587

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFRTYSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield0.19%2.91%

5 years, per year−0.8%+11.0%

3 years, per year+23.0%+21.4%

Worst drop · 1Y−18.2%−6.9%

Volatility · 1Y28.5%11.5%

5–1measures won
SCHD first

0.0%

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: FRTY, SCHD

Today

0.0%most shared, FRTY and SCHD

FRTYSCHD

FRTY—0.0%

SCHD0.0%—

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

FRTY$19 − $60 = −$41

KeptFee

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