FTC vs SCHD

AFTC

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · IWF $15,330

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common4.2%FTC and SCHD

FTC

SCHD

First Trust Large Cap Growth AlphaDEX Fund · $1.3BSchwab U.S. Dividend Equity ETF · $120B

+20.1%3 years · per year$17,322 · $17,414+20.3%

+6.5%5 years · per year$13,703 · $16,375+10.4%

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

0.13%12-mo yield$13 · $298 on $10k2.98%

−17.6%Worst dropSmaller wins−6.9%

23.1%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTC · SCHD

0.9%AMGN4.2%

0.8%MRK3.8%

0.6%ARES0.7%

0.6%TXN4.7%

Held in common4.2%

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	BSCHD	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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk	0.58%	0.13%	−5.9%	+0.1%	+0.3%	+20.1%	+6.5%	−17.6%	$1.3B

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	BSCHD	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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk	0.58%	0.13%	−5.9%	+0.1%	+0.3%	+20.1%	+6.5%	−17.6%	$1.3B

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

FTC vs SCHD

FTC

First Trust Large Cap Growth AlphaDEX Fund

$13,703

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFTCSCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield0.13%2.98%

5 years, per year+6.5%+10.4%

3 years, per year+20.1%+20.3%

Worst drop · 1Y−17.6%−6.9%

Volatility · 1Y23.1%11.7%

6–0measures won
SCHD first

4.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

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: FTC, SCHD, IWF

Today

25.4%most shared, FTC and IWF

FTCSCHDIWF

FTC—4.2%25.4%

SCHD4.2%—3.6%

IWF25.4%3.6%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

IWF$39 − $18 = $21

FTC$13 − $58 = −$45

KeptFee

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