FWD vs SCHD

AFWD

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,881SCHD

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 common3.8%FWD and SCHD

FWD

SCHD

Alliance Bernstein - AB Disruptors ETF · $3.1BSchwab U.S. Dividend Equity ETF · $121B

+33.4%3 years · per year$23,736 · $17,908+21.4%

[…]5 years · per year[…] · $16,881+11.0%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

0.10%12-mo yield$10 · $291 on $10k2.91%

−21.7%Worst dropSmaller wins−6.9%

30.2%VolatilityLower wins11.5%

1–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFWD · SCHD

1.6%MRK3.7%

1.1%ABT3.9%

0.8%QCOM3.8%

0.5%BAH0.2%

Held in common3.8%

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	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk		0.65%	0.10%	−1.0%	+11.9%	+6.4%	+33.4%	new	−21.7%	$3.1B

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	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk		0.65%	0.10%	−1.0%	+11.9%	+6.4%	+33.4%	new	−21.7%	$3.1B

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

FWD vs SCHD

FWD

Alliance Bernstein - AB Disruptors

[…]

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureFWDSCHD

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield0.10%2.91%

5 years, per year[…]+11.0%

3 years, per year+33.4%+21.4%

Worst drop · 1Y−21.7%−6.9%

Volatility · 1Y30.2%11.5%

4–1measures won
SCHD first

3.8%

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: FWD, SCHD

Today

3.8%most shared, FWD and SCHD

FWDSCHD

FWD—3.8%

SCHD3.8%—

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

FWD$10 − $65 = −$55

KeptFee

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