FVD vs SCHD

AFVD

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · FVD $14,259

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 common11.5%FVD and SCHD

FVD

SCHD

First Trust Value Line Dividend Index Fund · $8.2BSchwab U.S. Dividend Equity ETF · $121B

+15.3%3 years · per year$15,339 · $17,908+21.4%

+7.4%5 years · per year$14,259 · $16,881+11.0%

0.62%Expense ratio$62 · $6 on $10k · lower wins0.06%

2.16%12-mo yield$216 · $291 on $10k2.91%

−7.6%Worst dropSmaller wins−6.9%

10.7%VolatilityLower wins11.5%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFVD · SCHD

0.7%KMB0.8%

0.4%CMCSA2.0%

0.4%VZ3.5%

0.4%MO3.0%

Held in common11.5%

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%	$121.5B
2	AFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.16%	+2.2%	+14.9%	+18.5%	+15.3%	+7.4%	−7.6%	$8.2B

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%	$121.5B
2	AFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.16%	+2.2%	+14.9%	+18.5%	+15.3%	+7.4%	−7.6%	$8.2B

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

FVD vs SCHD

FVD

First Trust Value Line Dividend Index Fund

$14,259

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFVDSCHD

Fee0.62%0.06%

Cost on $10k a year$62$6

Yield2.16%2.91%

5 years, per year+7.4%+11.0%

3 years, per year+15.3%+21.4%

Worst drop · 1Y−7.6%−6.9%

Volatility · 1Y10.7%11.5%

5–1measures won
SCHD first

11.5%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FVD, SCHD

Today

11.5%most shared, FVD and SCHD

FVDSCHD

FVD—11.5%

SCHD11.5%—

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

FVD$216 − $62 = $154

KeptFee

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