FSCS vs SCHD

AFSCS

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · IWF $16,559

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 common4.8%FSCS and SCHD

FSCS

SCHD

First Trust SMID Capital Strength ETF · $62MSchwab U.S. Dividend Equity ETF · $123B

+15.2%3 years · per year$15,270 · $17,908+21.4%

+7.0%5 years · per year$14,007 · $16,881+11.0%

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

1.19%12-mo yield$119 · $291 on $10k2.91%

−7.8%Worst dropSmaller wins−6.9%

12.0%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSCS · SCHD

1.0%KMB0.8%

1.1%CINF0.7%

1.0%DRI0.6%

1.0%HSY0.6%

Held in common4.8%

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

All Three

5Y3 funds

#
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%	$122.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AFSCS	First Trust SMID Capital Strength ETFRead Desk	0.60%	1.19%	+2.2%	+8.4%	+11.8%	+15.2%	+7.0%	−7.8%	$62M

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

All Three

5Y3 funds

#
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%	$122.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AFSCS	First Trust SMID Capital Strength ETFRead Desk	0.60%	1.19%	+2.2%	+8.4%	+11.8%	+15.2%	+7.0%	−7.8%	$62M

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

FSCS vs SCHD

FSCS

First Trust SMID Capital Strength

$14,007

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFSCSSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield1.19%2.91%

5 years, per year+7.0%+11.0%

3 years, per year+15.2%+21.4%

Worst drop · 1Y−7.8%−6.9%

Volatility · 1Y12.0%11.5%

6–0measures won
SCHD first

4.8%

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FSCS, SCHD, IWF

Today

4.8%most shared, FSCS and SCHD

FSCSSCHDIWF

FSCS—4.8%0.4%

SCHD4.8%—3.6%

IWF0.4%3.6%—

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

FSCS$119 − $60 = $59

IWF$37 − $18 = $19

KeptFee

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