FTXO vs SCHD

AFTXO

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · FTXO $13,184

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 common2.3%FTXO and SCHD

FTXO

SCHD

First Trust Nasdaq Bank ETF · $244MSchwab U.S. Dividend Equity ETF · $120B

+29.2%3 years · per year$21,588 · $17,266+20.0%

+5.7%5 years · per year$13,184 · $16,267+10.2%

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

1.95%12-mo yield$195 · $300 on $10k3.00%

−16.7%Worst dropSmaller wins−6.9%

20.0%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTXO · SCHD

3.9%FITB1.2%

3.3%RF0.6%

1.8%EWBC0.4%

1.2%OZK0.1%

Held in common2.3%

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	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
2	AFTXO	First Trust Nasdaq Bank ETFRead Desk		0.60%	1.95%	−0.4%	+5.7%	+15.8%	+29.2%	+5.7%	−16.7%	$244M

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	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
2	AFTXO	First Trust Nasdaq Bank ETFRead Desk		0.60%	1.95%	−0.4%	+5.7%	+15.8%	+29.2%	+5.7%	−16.7%	$244M

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

FTXO vs SCHD

FTXO

First Trust Nasdaq Bank

$13,184

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFTXOSCHD

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield1.95%3.00%

5 years, per year+5.7%+10.2%

3 years, per year+29.2%+20.0%

Worst drop · 1Y−16.7%−6.9%

Volatility · 1Y20.0%11.7%

5–1measures won
SCHD first

2.3%

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: FTXO, SCHD

Today

2.3%most shared, FTXO and SCHD

FTXOSCHD

FTXO—2.3%

SCHD2.3%—

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

FTXO$195 − $60 = $135

KeptFee

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