FTLS vs SCHD

AFTLS

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · SCHD $16,375

Lowest cost0.04%VYM · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−5.0%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 · $120B

+13.3%3 years · per year$14,542 · $17,414+20.3%

+9.2%5 years · per year$15,552 · $16,375+10.4%

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

0.90%12-mo yield$90 · $298 on $10k2.98%

−5.0%Worst dropSmaller wins−6.9%

8.5%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTLS · SCHD

1.4%TXN4.7%

1.0%VZ3.5%

0.9%CVX3.9%

0.8%MRK3.8%

Held in common7.8%

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AFTLS	First Trust Long/Short Equity ETFRead Desk	0.95%	0.90%	−2.7%	+5.1%	+5.6%	+13.3%	+9.2%	−5.0%	$2.6B

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AFTLS	First Trust Long/Short Equity ETFRead Desk	0.95%	0.90%	−2.7%	+5.1%	+5.6%	+13.3%	+9.2%	−5.0%	$2.6B

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

FTLS vs SCHD

FTLS

First Trust Long/Short Equity

$15,552

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFTLSSCHD

Fee0.95%0.06%

Cost on $10k a year$95$6

Yield0.90%2.98%

5 years, per year+9.2%+10.4%

3 years, per year+13.3%+20.3%

Worst drop · 1Y−5.0%−6.9%

Volatility · 1Y8.5%11.7%

4–2measures won
SCHD first

7.8%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FTLS, SCHD, VYM

Today

26.9%most shared, FTLS and VYM

FTLSSCHDVYM

FTLS—7.8%26.9%

SCHD7.8%—21.9%

VYM26.9%21.9%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

FTLS$90 − $95 = −$5

KeptFee

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