FTA vs SCHD

AFTA

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,450FTA · SCHD $16,881

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 common13.2%FTA and SCHD

FTA

SCHD

First Trust Large Cap Value AlphaDEX Fund · $1.5BSchwab U.S. Dividend Equity ETF · $123B

+21.7%3 years · per year$18,005 · $17,908+21.4%

+11.8%5 years · per year$17,450 · $16,881+11.0%

0.58%Expense ratio$58 · $6 on $10k · lower wins0.06%

1.66%12-mo yield$166 · $291 on $10k2.91%

−8.1%Worst dropSmaller wins−6.9%

11.4%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTA · SCHD

0.9%COP4.1%

0.9%EOG1.9%

0.9%CMCSA2.0%

0.9%DVN1.2%

Held in common13.2%

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	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.66%	+1.6%	+23.9%	+30.4%	+21.7%	+11.8%	−8.1%	$1.5B
2	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

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	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.66%	+1.6%	+23.9%	+30.4%	+21.7%	+11.8%	−8.1%	$1.5B
2	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

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

FTA vs SCHD

FTA

First Trust Large Cap Value AlphaDEX Fund

$17,450

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFTASCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield1.66%2.91%

5 years, per year+11.8%+11.0%

3 years, per year+21.7%+21.4%

Worst drop · 1Y−8.1%−6.9%

Volatility · 1Y11.4%11.5%

3–3measures won
level

13.2%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FTA, SCHD

Today

13.2%most shared, FTA and SCHD

FTASCHD

FTA—13.2%

SCHD13.2%—

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

FTA$166 − $58 = $108

KeptFee

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