FTC vs SCHD

AFTC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FTC $14,788

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 common4.1%FTC and SCHD

FTC

SCHD

First Trust Large Cap Growth AlphaDEX Fund · $1.3BSchwab U.S. Dividend Equity ETF · $121B

+22.9%3 years · per year$18,586 · $17,908+21.4%

+8.1%5 years · per year$14,788 · $16,881+11.0%

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

0.12%12-mo yield$12 · $291 on $10k2.91%

−13.6%Worst dropSmaller wins−6.9%

22.4%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTC · SCHD

0.8%AMGN4.1%

0.7%MRK3.7%

0.6%TXN4.8%

0.6%ARES0.7%

Held in common4.1%

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	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk		0.58%	0.12%	+0.1%	+6.4%	+4.1%	+22.9%	+8.1%	−13.6%	$1.3B

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	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk		0.58%	0.12%	+0.1%	+6.4%	+4.1%	+22.9%	+8.1%	−13.6%	$1.3B

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

FTC vs SCHD

FTC

First Trust Large Cap Growth AlphaDEX Fund

$14,788

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFTCSCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield0.12%2.91%

5 years, per year+8.1%+11.0%

3 years, per year+22.9%+21.4%

Worst drop · 1Y−13.6%−6.9%

Volatility · 1Y22.4%11.5%

5–1measures won
SCHD first

4.1%

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: FTC, SCHD

Today

4.1%most shared, FTC and SCHD

FTCSCHD

FTC—4.1%

SCHD4.1%—

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

FTC$12 − $58 = −$46

KeptFee

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