FVD vs SCHD

AFVD

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common11.6%FVD and SCHD

FVD

SCHD

First Trust Value Line Dividend Index Fund · $8.1BSchwab U.S. Dividend Equity ETF · $120B

+13.9%3 years · per year$14,781 · $17,266+20.0%

+6.8%5 years · per year$13,865 · $16,267+10.2%

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

2.20%12-mo yield$220 · $300 on $10k3.00%

−7.6%Worst dropSmaller wins−6.9%

10.8%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFVD · SCHD

0.7%KMB0.9%

0.5%CMCSA2.1%

0.4%HD4.3%

0.4%ABT4.0%

Held in common11.6%

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

All Three

5Y3 funds

#
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%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AFVD	First Trust Value Line Dividend Index FundRead Desk	0.62%	2.20%	−0.9%	+12.5%	+15.3%	+13.9%	+6.8%	−7.6%	$8.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AFVD	First Trust Value Line Dividend Index FundRead Desk	0.62%	2.20%	−0.9%	+12.5%	+15.3%	+13.9%	+6.8%	−7.6%	$8.1B

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

FVD vs SCHD

FVD

First Trust Value Line Dividend Index Fund

$13,865

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFVDSCHD

Fee0.62%0.06%

Cost on $10k a year$62$6

Yield2.20%3.00%

5 years, per year+6.8%+10.2%

3 years, per year+13.9%+20.0%

Worst drop · 1Y−7.6%−6.9%

Volatility · 1Y10.8%11.7%

5–1measures won
SCHD first

11.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FVD, SCHD, VIG

Today

25.2%most shared, FVD and VIG

FVDSCHDVIG

FVD—11.6%25.2%

SCHD11.6%—14.5%

VIG25.2%14.5%—

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

FVD$220 − $62 = $158

VIG$150 − $4 = $146

KeptFee

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