FTXG vs SCHD

AFTXG

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FTXG $10,841

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 common9.9%FTXG and SCHD

FTXG

SCHD

First Trust Nasdaq Food & Beverage ETF · $32MSchwab U.S. Dividend Equity ETF · $123B

+4.4%3 years · per year$11,391 · $17,908+21.4%

+1.6%5 years · per year$10,841 · $16,881+11.0%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

2.32%12-mo yield$232 · $291 on $10k2.91%

−11.0%Worst dropSmaller wins−6.9%

15.7%VolatilityLower wins11.5%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTXG · SCHD

8.9%KO4.2%

8.2%PEP3.8%

5.5%ADM0.8%

4.0%HSY0.6%

Held in common9.9%

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	AFTXG	First Trust Nasdaq Food & Beverage ETFRead Desk		0.60%	2.32%	+3.6%	+14.4%	+16.6%	+4.4%	+1.6%	−11.0%	$32M

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	AFTXG	First Trust Nasdaq Food & Beverage ETFRead Desk		0.60%	2.32%	+3.6%	+14.4%	+16.6%	+4.4%	+1.6%	−11.0%	$32M

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

FTXG vs SCHD

FTXG

First Trust Nasdaq Food & Beverage

$10,841

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFTXGSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield2.32%2.91%

5 years, per year+1.6%+11.0%

3 years, per year+4.4%+21.4%

Worst drop · 1Y−11.0%−6.9%

Volatility · 1Y15.7%11.5%

6–0measures won
SCHD first

9.9%

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: FTXG, SCHD

Today

9.9%most shared, FTXG and SCHD

FTXGSCHD

FTXG—9.9%

SCHD9.9%—

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

FTXG$232 − $60 = $172

KeptFee

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