FTA vs SCHD

AFTA

BSCHD

Measures won2–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,899FTA · SCHD $16,267

Lowest cost0.03%VUG · $3 on $10k

Most income3.00%SCHD · $300 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

+20.0%3 years · per year$17,275 · $17,266+20.0%

+11.1%5 years · per year$16,899 · $16,267+10.2%

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

1.71%12-mo yield$171 · $300 on $10k3.00%

−8.1%Worst dropSmaller wins−6.9%

11.6%VolatilityLower wins11.7%

2–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTA · SCHD

0.9%CMCSA2.1%

0.9%COP3.9%

0.9%EOG1.8%

0.8%VZ3.6%

Held in common13.1%

End-of-day Nov 6, 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%	1.71%	−1.0%	+20.5%	+26.4%	+20.0%	+11.1%	−8.1%	$1.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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%	1.71%	−1.0%	+20.5%	+26.4%	+20.0%	+11.1%	−8.1%	$1.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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

$16,899

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFTASCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield1.71%3.00%

5 years, per year+11.1%+10.2%

3 years, per year+20.0%+20.0%

Worst drop · 1Y−8.1%−6.9%

Volatility · 1Y11.6%11.7%

3–2measures won
SCHD first

13.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FTA, SCHD, VUG

Today

13.1%most shared, FTA and SCHD

FTASCHDVUG

FTA—13.1%0.4%

SCHD13.1%—0.8%

VUG0.4%0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

FTA$171 − $58 = $113

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee