FTA vs SCHD

AFTA

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,986FTA · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common13.1%FTA and SCHD

FTA

SCHD

First Trust Large Cap Value AlphaDEX Fund · $1.4BSchwab U.S. Dividend Equity ETF · $120B

+19.7%3 years · per year$17,155 · $17,123+19.6%

+11.2%5 years · per year$16,986 · $16,459+10.5%

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

1.68%12-mo yield$168 · $296 on $10k2.96%

−8.1%Worst dropSmaller wins−6.9%

11.7%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTA · SCHD

0.9%CMCSA2.1%

0.9%COP3.9%

0.9%EOG1.9%

0.8%VZ3.6%

Held in common13.1%

End-of-day Nov 9, 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	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.68%	+1.4%	+22.2%	+28.8%	+19.7%	+11.2%	−8.1%	$1.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk	0.58%	1.68%	+1.4%	+22.2%	+28.8%	+19.7%	+11.2%	−8.1%	$1.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 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

$16,986

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureFTASCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield1.68%2.96%

5 years, per year+11.2%+10.5%

3 years, per year+19.7%+19.6%

Worst drop · 1Y−8.1%−6.9%

Volatility · 1Y11.7%11.8%

3–3measures won
level

13.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FTA, SCHD, IWF

Today

13.1%most shared, FTA and SCHD

FTASCHDIWF

FTA—13.1%1.7%

SCHD13.1%—3.6%

IWF1.7%3.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

FTA$168 − $58 = $110

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee