FTC vs SCHD

AFTC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common4.3%FTC and SCHD

FTC

SCHD

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

+20.2%3 years · per year$17,378 · $17,266+20.0%

+6.6%5 years · per year$13,795 · $16,267+10.2%

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

0.13%12-mo yield$13 · $300 on $10k3.00%

−17.6%Worst dropSmaller wins−6.9%

23.1%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTC · SCHD

0.9%AMGN4.1%

0.8%MRK3.8%

0.7%ARES0.7%

0.6%TXN4.3%

Held in common4.3%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk	0.58%	0.13%	+1.3%	+1.4%	+0.6%	+20.2%	+6.6%	−17.6%	$1.3B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AFTC	First Trust Large Cap Growth AlphaDEX FundRead Desk	0.58%	0.13%	+1.3%	+1.4%	+0.6%	+20.2%	+6.6%	−17.6%	$1.3B

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

FTC vs SCHD

FTC

First Trust Large Cap Growth AlphaDEX Fund

$13,796

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFTCSCHD

Fee0.58%0.06%

Cost on $10k a year$58$6

Yield0.13%3.00%

5 years, per year+6.6%+10.2%

3 years, per year+20.2%+20.0%

Worst drop · 1Y−17.6%−6.9%

Volatility · 1Y23.1%11.7%

5–1measures won
SCHD first

4.3%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FTC, SCHD, VIG

Today

19.6%most shared, FTC and VIG

FTCSCHDVIG

FTC—4.3%19.6%

SCHD4.3%—14.5%

VIG19.6%14.5%—

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

VIG$150 − $4 = $146

FTC$13 − $58 = −$45

KeptFee

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