FTHI vs SCHD

AFTHI

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FTHI $16,274

Lowest cost0.06%SCHD · $6 on $10k

Most income9.05%FTHI · $905 on $10k

Smallest drop−5.5%FTHI · worst fall in 1Y

Held in common6.0%FTHI and SCHD

FTHI

SCHD

First Trust BuyWrite Income ETF · $2.5BSchwab U.S. Dividend Equity ETF · $123B

+15.4%3 years · per year$15,375 · $17,908+21.4%

+10.2%5 years · per year$16,274 · $16,881+11.0%

0.75%Expense ratio$75 · $6 on $10k · lower wins0.06%

9.05%12-mo yield$905 · $291 on $10k2.91%

−5.5%Worst dropSmaller wins−6.9%

9.5%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTHI · SCHD

1.7%AMGN4.1%

0.9%MO3.0%

0.6%CVX4.2%

0.6%KO4.2%

Held in common6.0%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.05%	+0.7%	+6.6%	+7.3%	+15.4%	+10.2%	−5.5%	$2.5B

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AFTHI	First Trust BuyWrite Income ETFRead Desk		0.75%	9.05%	+0.7%	+6.6%	+7.3%	+15.4%	+10.2%	−5.5%	$2.5B

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

FTHI vs SCHD

FTHI

First Trust BuyWrite Income

$16,274

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFTHISCHD

Fee0.75%0.06%

Cost on $10k a year$75$6

Yield9.05%2.91%

5 years, per year+10.2%+11.0%

3 years, per year+15.4%+21.4%

Worst drop · 1Y−5.5%−6.9%

Volatility · 1Y9.5%11.5%

3–3measures won
level

6.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FTHI, SCHD

Today

6.0%most shared, FTHI and SCHD

FTHISCHD

FTHI—6.0%

SCHD6.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$830most kept, FTHI

FTHI$905 − $75 = $830

SCHD$291 − $6 = $285

KeptFee

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