FTLS vs SCHD

AFTLS

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FTLS $16,047

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−3.8%FTLS · worst fall in 1Y

Held in common7.8%FTLS and SCHD

FTLS

SCHD

First Trust Long/Short Equity ETF · $2.6BSchwab U.S. Dividend Equity ETF · $121B

+14.6%3 years · per year$15,037 · $17,908+21.4%

+9.9%5 years · per year$16,047 · $16,881+11.0%

0.95%Expense ratio$95 · $6 on $10k · lower wins0.06%

0.87%12-mo yield$87 · $291 on $10k2.91%

−3.8%Worst dropSmaller wins−6.9%

8.1%VolatilityLower wins11.5%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTLS · SCHD

1.4%TXN4.8%

1.0%VZ3.5%

0.9%CVX4.2%

0.7%MRK3.7%

Held in common7.8%

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%	$121.5B
2	AFTLS	First Trust Long/Short Equity ETFRead Desk		0.95%	0.87%	+0.2%	+8.0%	+8.1%	+14.6%	+9.9%	−3.8%	$2.6B

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%	$121.5B
2	AFTLS	First Trust Long/Short Equity ETFRead Desk		0.95%	0.87%	+0.2%	+8.0%	+8.1%	+14.6%	+9.9%	−3.8%	$2.6B

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

FTLS vs SCHD

FTLS

First Trust Long/Short Equity

$16,047

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFTLSSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield0.87%2.91%

5 years, per year+9.9%+11.0%

3 years, per year+14.6%+21.4%

Worst drop · 1Y−3.8%−6.9%

Volatility · 1Y8.1%11.5%

4–2measures won
SCHD first

7.8%

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: FTLS, SCHD

Today

7.8%most shared, FTLS and SCHD

FTLSSCHD

FTLS—7.8%

SCHD7.8%—

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

FTLS$87 − $95 = −$8

KeptFee

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