FTEC vs SCHD

AFTEC

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$22,534FTEC · SCHD $16,881

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 common1.9%FTEC and SCHD

FTEC

SCHD

Fidelity MSCI Information Technology Index ETF · $22.1BSchwab U.S. Dividend Equity ETF · $121B

+32.5%3 years · per year$23,252 · $17,908+21.4%

+17.6%5 years · per year$22,534 · $16,881+11.0%

0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%

0.40%12-mo yield$40 · $291 on $10k2.91%

−15.8%Worst dropSmaller wins−6.9%

25.6%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTEC · SCHD

1.2%TXN4.8%

0.7%QCOM3.8%

Held in common1.9%

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	AFTEC	Fidelity MSCI Information Technology Index ETFRead Desk		0.08%	0.40%	+0.2%	+23.1%	+16.7%	+32.5%	+17.6%	−15.8%	$22.1B
2	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

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	AFTEC	Fidelity MSCI Information Technology Index ETFRead Desk		0.08%	0.40%	+0.2%	+23.1%	+16.7%	+32.5%	+17.6%	−15.8%	$22.1B
2	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

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

FTEC vs SCHD

FTEC

Fidelity MSCI Information Technology Index

$22,534

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFTECSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield0.40%2.91%

5 years, per year+17.6%+11.0%

3 years, per year+32.5%+21.4%

Worst drop · 1Y−15.8%−6.9%

Volatility · 1Y25.6%11.5%

4–2measures won
SCHD first

1.9%

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: FTEC, SCHD

Today

1.9%most shared, FTEC and SCHD

FTECSCHD

FTEC—1.9%

SCHD1.9%—

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

FTEC$40 − $8 = $32

KeptFee

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