FSGS vs SCHD

AFSGS

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FSGS $12,777

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 common0.8%FSGS and SCHD

FSGS

SCHD

First Trust SMID Growth Strength ETF · $30MSchwab U.S. Dividend Equity ETF · $121B

+13.4%3 years · per year$14,587 · $17,908+21.4%

+5.0%5 years · per year$12,777 · $16,881+11.0%

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

0.03%12-mo yield$3 · $291 on $10k2.91%

−11.3%Worst dropSmaller wins−6.9%

14.7%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSGS · SCHD

1.0%CINF0.7%

1.1%MC0.1%

Held in common0.8%

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

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	AFSGS	First Trust SMID Growth Strength ETFRead Desk		0.60%	0.03%	+1.3%	+11.0%	+11.0%	+13.4%	+5.0%	−11.3%	$30M

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	AFSGS	First Trust SMID Growth Strength ETFRead Desk		0.60%	0.03%	+1.3%	+11.0%	+11.0%	+13.4%	+5.0%	−11.3%	$30M

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

FSGS vs SCHD

FSGS

First Trust SMID Growth Strength

$12,777

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFSGSSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield0.03%2.91%

5 years, per year+5.0%+11.0%

3 years, per year+13.4%+21.4%

Worst drop · 1Y−11.3%−6.9%

Volatility · 1Y14.7%11.5%

6–0measures won
SCHD first

0.8%

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%

$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: FSGS, SCHD

Today

0.8%most shared, FSGS and SCHD

FSGSSCHD

FSGS—0.8%

SCHD0.8%—

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

FSGS$3 − $60 = −$57

KeptFee

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