FTIF vs SCHD

AFTIF

BSCHD

Measures won0–5SCHD 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 common13.0%FTIF and SCHD

FTIF

SCHD

First Trust Bloomberg Inflation Sensitive Equity ETF · $6MSchwab U.S. Dividend Equity ETF · $120B

+13.6%3 years · per year$14,675 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

1.27%12-mo yield$127 · $300 on $10k3.00%

−7.8%Worst dropSmaller wins−6.9%

14.8%VolatilityLower wins11.7%

0–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTIF · SCHD

2.5%ADP2.9%

2.4%COP3.9%

2.4%CVX4.0%

2.1%LMT2.8%

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

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%	$119.9B
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	AFTIF	First Trust Bloomberg Inflation Sensitive Equity ETFRead Desk	0.60%	1.27%	−0.1%	+26.1%	+29.8%	+13.6%	new	−7.8%	$6M

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%	$119.9B
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	AFTIF	First Trust Bloomberg Inflation Sensitive Equity ETFRead Desk	0.60%	1.27%	−0.1%	+26.1%	+29.8%	+13.6%	new	−7.8%	$6M

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

FTIF vs SCHD

FTIF

First Trust Bloomberg Inflation Sensitive Equity

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFTIFSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield1.27%3.00%

5 years, per year[…]+10.2%

3 years, per year+13.6%+20.0%

Worst drop · 1Y−7.8%−6.9%

Volatility · 1Y14.8%11.7%

5–0measures won
SCHD first

13.0%

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%

$44.7BAssets$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%

$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: FTIF, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

FTIFSCHDVIG

FTIF—13.0%5.4%

SCHD13.0%—14.5%

VIG5.4%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

FTIF$127 − $60 = $67

KeptFee

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