SCHD vs FSIG

ASCHD

BFSIG

Measures won2–3FSIG wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · BND $9,983

Lowest cost0.03%BND · $3 on $10k

Most income4.88%FSIG · $488 on $10k

Smallest drop−2.0%FSIG · worst fall in 1Y

Held in common[…]SCHD and FSIG

SCHD

FSIG

Schwab U.S. Dividend Equity ETF · $120BFirst Trust Limited Duration Investment Grade Corporate ETF · $1.5B

+20.3%3 years · per year$17,414 · $11,718+5.4%

+10.4%5 years · per year$16,375 · […][…]

0.06%Expense ratio$6 · $44 on $10k · lower wins0.44%

2.98%12-mo yield$298 · $488 on $10k4.88%

−6.9%Worst dropSmaller wins−2.0%

11.7%VolatilityLower wins2.5%

2–3FSIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSCHD · FSIG

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

Held in common[…]

End-of-day Nov 5, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
3	BFSIG	First Trust Limited Duration Investment Grade Corporate ETFRead Desk	0.44%	4.88%	0.0%	+0.8%	+1.7%	+5.4%	new	−2.0%	$1.5B

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

All Three

5Y3 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
3	BFSIG	First Trust Limited Duration Investment Grade Corporate ETFRead Desk	0.44%	4.88%	0.0%	+0.8%	+1.7%	+5.4%	new	−2.0%	$1.5B

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

Cards for this view

SCHD vs FSIG

SCHD

Schwab U.S. Dividend Equity

$16,375

FSIG

First Trust Limited Duration Investment Grade Corporate

[…]

MeasureSCHDFSIG

Fee0.06%0.44%

Cost on $10k a year$6$44

Yield2.98%4.88%

5 years, per year+10.4%[…]

3 years, per year+20.3%+5.4%

Worst drop · 1Y−6.9%−2.0%

Volatility · 1Y11.7%2.5%

3–2measures won
FSIG first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FSIG, SCHD, BND

Today

[…]holdings […]

FSIGSCHDBND

FSIG—[…][…]

SCHD[…]—[…]

BND[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$444most kept, FSIG

FSIG$488 − $44 = $444

BND$412 − $3 = $409

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee