FTRI vs SCHD

AFTRI

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FTRI $16,689

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common0.0%FTRI and SCHD

FTRI

SCHD

First Trust Indxx Global Natural Resources Income ETF · $113MSchwab U.S. Dividend Equity ETF · $123B

+15.3%3 years · per year$15,345 · $17,908+21.4%

+10.8%5 years · per year$16,689 · $16,881+11.0%

0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%

2.06%12-mo yield$206 · $291 on $10k2.91%

−17.0%Worst dropSmaller wins−6.9%

19.7%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTRI · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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%	$122.9B
2	AFTRI	First Trust Indxx Global Natural Resources Income ETFRead Desk		0.70%	2.06%	+3.5%	+10.9%	+19.0%	+15.3%	+10.8%	−17.0%	$113M

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%	$122.9B
2	AFTRI	First Trust Indxx Global Natural Resources Income ETFRead Desk		0.70%	2.06%	+3.5%	+10.9%	+19.0%	+15.3%	+10.8%	−17.0%	$113M

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

FTRI vs SCHD

FTRI

First Trust Indxx Global Natural Resources Income

$16,689

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFTRISCHD

Fee0.70%0.06%

Cost on $10k a year$70$6

Yield2.06%2.91%

5 years, per year+10.8%+11.0%

3 years, per year+15.3%+21.4%

Worst drop · 1Y−17.0%−6.9%

Volatility · 1Y19.7%11.5%

6–0measures won
SCHD first

0.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FTRI, SCHD

Today

0.0%most shared, FTRI and SCHD

FTRISCHD

FTRI—0.0%

SCHD0.0%—

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

FTRI$206 − $70 = $136

KeptFee

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