FSEC vs SCHD

AFSEC

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,495VIG · SCHD $16,352

Lowest cost0.04%VIG · $4 on $10k

Most income4.67%BNDX · $467 on $10k

Smallest drop−3.2%BNDX · worst fall in 1Y

Held in common[…]FSEC and SCHD

FSEC

SCHD

FIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5BSchwab U.S. Dividend Equity ETF · $121B

+6.6%3 years · per year$12,100 · $17,784+21.2%

+0.4%5 years · per year$10,177 · $16,352+10.3%

0.36%Expense ratio$36 · $6 on $10k · lower wins0.06%

4.57%12-mo yield$457 · $297 on $10k2.97%

−5.0%Worst dropSmaller wins−6.9%

4.6%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFSEC · SCHD

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

Held in common[…]

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk	0.36%	4.57%	−0.2%	−0.3%	+0.4%	+6.6%	+0.4%	−5.0%	$4.5B
4	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.67%	−0.1%	+0.2%	−0.5%	+4.4%	+0.3%	−3.2%	$82.9B

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

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk	0.36%	4.57%	−0.2%	−0.3%	+0.4%	+6.6%	+0.4%	−5.0%	$4.5B
4	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.67%	−0.1%	+0.2%	−0.5%	+4.4%	+0.3%	−3.2%	$82.9B

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

Cards for this view

FSEC vs SCHD

FSEC

FIDELITY INVESTMENT GRADE SECURITIZED

$10,177

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureFSECSCHD

Fee0.36%0.06%

Cost on $10k a year$36$6

Yield4.57%2.97%

5 years, per year+0.4%+10.3%

3 years, per year+6.6%+21.2%

Worst drop · 1Y−5.0%−6.9%

Volatility · 1Y4.6%11.4%

3–3measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FSEC, SCHD, VIG, BNDX

Today

14.5%most shared, SCHD and VIG

FSECSCHDVIGBNDX

FSEC—[…][…][…]

SCHD[…]—14.5%[…]

VIG[…]14.5%—[…]

BNDX[…][…][…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$460most kept, BNDX

BNDX$467 − $7 = $460

FSEC$457 − $36 = $421

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee