FTXN vs SCHD

AFTXN

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$20,435FTXN · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common14.5%FTXN and SCHD

FTXN

SCHD

First Trust Nasdaq Oil & Gas ETF · $1.1BSchwab U.S. Dividend Equity ETF · $120B

+11.6%3 years · per year$13,918 · $17,266+20.0%

+15.4%5 years · per year$20,435 · $16,267+10.2%

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

1.90%12-mo yield$190 · $300 on $10k3.00%

−16.4%Worst dropSmaller wins−6.9%

25.7%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTXN · SCHD

8.4%CVX4.0%

8.3%COP3.9%

5.6%EOG1.8%

2.3%SLB1.8%

Held in common14.5%

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	AFTXN	First Trust Nasdaq Oil & Gas ETFRead Desk		0.60%	1.90%	−0.1%	+36.5%	+41.7%	+11.6%	+15.4%	−16.4%	$1.1B
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%	$119.9B

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	AFTXN	First Trust Nasdaq Oil & Gas ETFRead Desk		0.60%	1.90%	−0.1%	+36.5%	+41.7%	+11.6%	+15.4%	−16.4%	$1.1B
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%	$119.9B

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

FTXN vs SCHD

FTXN

First Trust Nasdaq Oil & Gas

$20,435

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFTXNSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield1.90%3.00%

5 years, per year+15.4%+10.2%

3 years, per year+11.6%+20.0%

Worst drop · 1Y−16.4%−6.9%

Volatility · 1Y25.7%11.7%

5–1measures won
SCHD first

14.5%

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: FTXN, SCHD

Today

14.5%most shared, FTXN and SCHD

FTXNSCHD

FTXN—14.5%

SCHD14.5%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

FTXN$190 − $60 = $130

KeptFee

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