FTXH vs SCHD

AFTXH

BSCHD

Measures won2–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,039FTXH · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

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

Held in common10.5%FTXH and SCHD

FTXH

SCHD

First Trust Nasdaq Pharmaceuticals ETF · $1.2BSchwab U.S. Dividend Equity ETF · $121B

+24.1%3 years · per year$19,115 · $17,784+21.2%

+12.5%5 years · per year$18,039 · $16,352+10.3%

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

0.66%12-mo yield$66 · $297 on $10k2.97%

−7.5%Worst dropSmaller wins−6.9%

17.7%VolatilityLower wins11.4%

2–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTXH · SCHD

6.8%MRK3.8%

3.6%AMGN4.1%

3.1%BMY3.0%

Held in common10.5%

End-of-day Nov 3, 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	AFTXH	First Trust Nasdaq Pharmaceuticals ETFRead Desk		0.60%	0.66%	0.0%	+33.8%	+46.6%	+24.1%	+12.5%	−7.5%	$1.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Both

5Y2 funds

#			Trend
1	AFTXH	First Trust Nasdaq Pharmaceuticals ETFRead Desk		0.60%	0.66%	0.0%	+33.8%	+46.6%	+24.1%	+12.5%	−7.5%	$1.2B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Cards for this view

FTXH vs SCHD

FTXH

First Trust Nasdaq Pharmaceuticals

$18,039

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureFTXHSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield0.66%2.97%

5 years, per year+12.5%+10.3%

3 years, per year+24.1%+21.2%

Worst drop · 1Y−7.5%−6.9%

Volatility · 1Y17.7%11.4%

4–2measures won
SCHD first

10.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FTXH, SCHD

Today

10.5%most shared, FTXH and SCHD

FTXHSCHD

FTXH—10.5%

SCHD10.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

FTXH$66 − $60 = $6

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee