FTDS vs SCHD

AFTDS

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · SCHD $16,267

Lowest cost0.03%VOO · $3 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common11.8%FTDS and SCHD

FTDS

SCHD

First Trust Dividend Strength ETF · $41MSchwab U.S. Dividend Equity ETF · $120B

+19.5%3 years · per year$17,071 · $17,266+20.0%

+7.7%5 years · per year$14,480 · $16,267+10.2%

0.81%Expense ratio$81 · $6 on $10k · lower wins0.06%

1.62%12-mo yield$162 · $300 on $10k3.00%

−7.3%Worst dropSmaller wins−6.9%

12.4%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTDS · SCHD

1.8%COP3.9%

1.8%EOG1.8%

1.8%QCOM3.6%

2.0%TGT1.7%

Held in common11.8%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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	AFTDS	First Trust Dividend Strength ETFRead Desk	0.81%	1.62%	−1.0%	+17.5%	+22.9%	+19.5%	+7.7%	−7.3%	$41M

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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	AFTDS	First Trust Dividend Strength ETFRead Desk	0.81%	1.62%	−1.0%	+17.5%	+22.9%	+19.5%	+7.7%	−7.3%	$41M

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

FTDS vs SCHD

FTDS

First Trust Dividend Strength

$14,480

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFTDSSCHD

Fee0.81%0.06%

Cost on $10k a year$81$6

Yield1.62%3.00%

5 years, per year+7.7%+10.2%

3 years, per year+19.5%+20.0%

Worst drop · 1Y−7.3%−6.9%

Volatility · 1Y12.4%11.7%

6–0measures won
SCHD first

11.8%

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

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: FTDS, SCHD, VOO

Today

11.8%most shared, FTDS and SCHD

FTDSSCHDVOO

FTDS—11.8%2.9%

SCHD11.8%—7.6%

VOO2.9%7.6%—

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

VOO$110 − $3 = $107

FTDS$162 − $81 = $81

KeptFee

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