FTCS vs SCHK

AFTCS

BSCHK

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,579SCHK · FTCS $13,686

Lowest cost0.03%SCHK · $3 on $10k

Most income1.12%FTCS · $112 on $10k

Smallest drop−8.1%FTCS · worst fall in 1Y

Held in common13.0%FTCS and SCHK

FTCS

SCHK

First Trust Capital Strength ETF · $7.9BSchwab 1000 Index ETF · $5.5B

+13.4%3 years · per year$14,567 · $18,035+21.7%

+6.5%5 years · per year$13,686 · $16,579+10.6%

0.53%Expense ratio$53 · $3 on $10k · lower wins0.03%

1.12%12-mo yield$112 · $108 on $10k1.08%

−8.1%Worst dropSmaller wins−8.9%

11.7%VolatilityLower wins13.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTCS · SCHK

1.9%AAPL7.3%

2.0%V1.1%

2.0%JNJ1.0%

2.1%WMT0.8%

Held in common13.0%

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

Both

5Y2 funds

#			Trend
1	BSCHK	Schwab 1000 Index ETFRead Desk		0.03%	1.08%	+0.3%	+8.6%	+9.6%	+21.7%	+10.6%	−8.9%	$5.5B
2	AFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$7.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHK	Schwab 1000 Index ETFRead Desk		0.03%	1.08%	+0.3%	+8.6%	+9.6%	+21.7%	+10.6%	−8.9%	$5.5B
2	AFTCS	First Trust Capital Strength ETFRead Desk		0.53%	1.12%	−1.1%	+11.9%	+14.1%	+13.4%	+6.5%	−8.1%	$7.9B

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

FTCS vs SCHK

FTCS

First Trust Capital Strength

$13,687

SCHK

Schwab 1000 Index

$16,579

MeasureFTCSSCHK

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield1.12%1.08%

5 years, per year+6.5%+10.6%

3 years, per year+13.4%+21.7%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y11.7%13.8%

3–2measures won
SCHK first

13.0%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FTCS, SCHK

Today

13.0%most shared, FTCS and SCHK

FTCSSCHK

FTCS—13.0%

SCHK13.0%—

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

Income After Fees on $10,000

$105most kept, SCHK

SCHK$108 − $3 = $105

FTCS$112 − $53 = $59

KeptFee

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