FTQI vs SCHD

AFTQI

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,433FTQI · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income12.21%FTQI · $1,221 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.1%FTQI and SCHD

FTQI

SCHD

First Trust Nasdaq BuyWrite Income ETF · $1.0BSchwab U.S. Dividend Equity ETF · $120B

+16.1%3 years · per year$15,634 · $17,266+20.0%

+10.4%5 years · per year$16,433 · $16,267+10.2%

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

12.21%12-mo yield$1,221 · $300 on $10k3.00%

−8.2%Worst dropSmaller wins−6.9%

13.0%VolatilityLower wins11.7%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTQI · SCHD

1.1%AMGN4.1%

0.3%EWBC0.4%

0.3%KO4.3%

0.2%CINF0.7%

Held in common2.1%

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

Both

5Y2 funds

#			Trend
1	AFTQI	First Trust Nasdaq BuyWrite Income ETFRead Desk		0.75%	12.21%	+0.9%	+9.1%	+10.5%	+16.1%	+10.4%	−8.2%	$1.0B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFTQI	First Trust Nasdaq BuyWrite Income ETFRead Desk		0.75%	12.21%	+0.9%	+9.1%	+10.5%	+16.1%	+10.4%	−8.2%	$1.0B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B

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

FTQI vs SCHD

FTQI

First Trust Nasdaq BuyWrite Income

$16,433

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFTQISCHD

Fee0.75%0.06%

Cost on $10k a year$75$6

Yield12.21%3.00%

5 years, per year+10.4%+10.2%

3 years, per year+16.1%+20.0%

Worst drop · 1Y−8.2%−6.9%

Volatility · 1Y13.0%11.7%

4–2measures won
SCHD first

2.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FTQI, SCHD

Today

2.1%most shared, FTQI and SCHD

FTQISCHD

FTQI—2.1%

SCHD2.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,146most kept, FTQI

FTQI$1,221 − $75 = $1,146

SCHD$300 − $6 = $294

KeptFee

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