FTKI vs SCHD

AFTKI

BSCHD

Measures won3–1FTKI wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income11.96%FTKI · $1,196 on $10k

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

Held in common0.3%FTKI and SCHD

FTKI

SCHD

First Trust Small Cap BuyWrite Income ETF · $25MSchwab U.S. Dividend Equity ETF · $123B

[…]3 years · per year[…] · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

0.86%Expense ratio$86 · $6 on $10k · lower wins0.06%

11.96%12-mo yield$1,196 · $298 on $10k2.98%

−5.5%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.7%

3–1FTKI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTKI · SCHD

1.3%FHI0.1%

0.8%MC0.1%

0.5%KFY0.1%

Held in common0.3%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AFTKI	First Trust Small Cap BuyWrite Income ETFRead Desk		0.86%	11.96%	−2.0%	+12.7%	+17.9%	new	new	−5.5%	$25M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AFTKI	First Trust Small Cap BuyWrite Income ETFRead Desk		0.86%	11.96%	−2.0%	+12.7%	+17.9%	new	new	−5.5%	$25M

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

Cards for this view

FTKI vs SCHD

FTKI

First Trust Small Cap BuyWrite Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFTKISCHD

Fee0.86%0.06%

Cost on $10k a year$86$6

Yield11.96%2.98%

5 years, per year[…]+10.4%

3 years, per year[…]+20.3%

Worst drop · 1Y−5.5%−6.9%

Volatility · 1Y10.8%11.7%

3–1measures won
FTKI first

0.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FTKI, SCHD

Today

0.3%most shared, FTKI and SCHD

FTKISCHD

FTKI—0.3%

SCHD0.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,110most kept, FTKI

FTKI$1,196 − $86 = $1,110

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee