FUTY vs SCHD

AFUTY

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · FUTY $14,876

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 common0.1%FUTY and SCHD

FUTY

SCHD

Fidelity MSCI Utilities Index ETF · $2.0BSchwab U.S. Dividend Equity ETF · $121B

+17.5%3 years · per year$16,216 · $17,784+21.2%

+8.3%5 years · per year$14,876 · $16,352+10.3%

0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%

2.73%12-mo yield$273 · $297 on $10k2.97%

−15.6%Worst dropSmaller wins−6.9%

15.4%VolatilityLower wins11.4%

0–6SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFUTY · SCHD

0.3%CWEN0.1%

Held in common0.1%

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	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
2	AFUTY	Fidelity MSCI Utilities Index ETFRead Desk		0.08%	2.73%	−0.5%	+3.5%	−0.1%	+17.5%	+8.3%	−15.6%	$2.0B

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	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
2	AFUTY	Fidelity MSCI Utilities Index ETFRead Desk		0.08%	2.73%	−0.5%	+3.5%	−0.1%	+17.5%	+8.3%	−15.6%	$2.0B

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

FUTY vs SCHD

FUTY

Fidelity MSCI Utilities Index

$14,877

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureFUTYSCHD

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield2.73%2.97%

5 years, per year+8.3%+10.3%

3 years, per year+17.5%+21.2%

Worst drop · 1Y−15.6%−6.9%

Volatility · 1Y15.4%11.4%

6–0measures won
SCHD first

0.1%

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: FUTY, SCHD

Today

0.1%most shared, FUTY and SCHD

FUTYSCHD

FUTY—0.1%

SCHD0.1%—

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

FUTY$273 − $8 = $265

KeptFee

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